JDH Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

JDH Wealth 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	$237K	Hold	466	–	–	0.14%	54
2026 Q2	$243K	Hold	466	–	–	0.15%	51
2026 Q1	$216K	Hold	466	–	–	0.15%	50
2025 Q4	$224K	Hold	466	–	–	0.15%	48
2025 Q3	$216K	Hold	466	–	–	0.15%	49
2025 Q2	$205K	Buy	+466	New	+$193K	0.16%	49

Other funds holding DIA

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

JDH Wealth Management's DIA Position: Q3 2026 in Review

JDH Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 466 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #54.

JDH Wealth Management first reported a position in DIA in Q2 2025 and has held it in 6 quarters since. The position peaked at $243K in Q2 2026. 857 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

JDH Wealth Management held 466 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $237K as of Q3 2026.
JDH Wealth 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 0.14% of JDH Wealth Management's portfolio in Q3 2026, its #54 holding.
JDH Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 6 quarters since.
JDH Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $243K in Q2 2026.
857 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.