JB Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

JB Capital’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	$338K	Buy	665 +1	+0.2%	+$526	0.01%	207
2026 Q2	$347K	Sell	664 -299	-31%	-$149K	0.01%	212
2026 Q1	$446K	Buy	963 +240	+33%	+$116K	0.02%	185
2025 Q4	$348K	Buy	723 +51	+8%	+$24.1K	0.01%	201
2025 Q3	$312K	Sell	672 -139	-17%	-$62.6K	0.01%	204
2025 Q2	$357K	Buy	811 +121	+18%	+$50.2K	0.02%	189
2025 Q1	$289K	Buy	+690	New	+$298K	0.02%	187

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

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

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

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

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

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

JB Capital's DIA Position: Q3 2026 in Review

JB Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.15% in Q3 2026, buying an estimated $526 and bringing the position to 665 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #207.

JB Capital first reported a position in DIA in Q1 2025 and has held it in 7 quarters since. The position peaked at $446K in Q1 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

JB Capital held 665 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $338K as of Q3 2026.
JB Capital bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q3 2026, an estimated $526.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of JB Capital's portfolio in Q3 2026, its #207 holding.
JB Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 7 quarters since.
JB Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $446K in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.