Investment Partners Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Investment Partners Asset Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$523K	Hold	1,028	–	–	0.28%	94
2026 Q2	$537K	Sell	1,028 -6	-0.6%	-$3K	0.3%	92
2026 Q1	$479K	Hold	1,034	–	–	0.3%	95
2025 Q4	$497K	Hold	1,034	–	–	0.31%	91
2025 Q3	$480K	Sell	1,034 -6	-0.6%	-$2.7K	0.32%	97
2025 Q2	$458K	Buy	1,040 +20	+2%	+$8.3K	0.32%	95
2025 Q1	$428K	Buy	1,020 +19	+2%	+$8.22K	0.34%	92
2024 Q4	$426K	Buy	1,001 +5	+0.5%	+$2.16K	0.33%	91
2024 Q3	$421K	Sell	996 -1	-0.1%	-$406	0.35%	93
2024 Q2	$390K	Sell	997 -25	-2%	-$9.71K	0.35%	89
2024 Q1	$407K	Sell	1,022 -7	-0.7%	-$2.7K	0.37%	82
2023 Q4	$388K	Buy	+1,029	New	+$360K	0.39%	79

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Investment Partners Asset Management's DIA Position: Q3 2026 in Review

Investment Partners Asset Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 1,028 shares worth $523K. The position accounts for 0.28% of the portfolio, ranked #94.

Investment Partners Asset Management first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $537K in Q2 2026. 272 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Investment Partners Asset Management held 1,028 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $523K as of Q3 2026.
Investment Partners Asset Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.28% of Investment Partners Asset Management's portfolio in Q3 2026, its #94 holding.
Investment Partners Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $537K in Q2 2026.
272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.