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

Maltin 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	$287K	Hold	564	–	–	0.09%	125
2026 Q2	$295K	Hold	564	–	–	0.1%	117
2026 Q1	$261K	Hold	564	–	–	0.1%	115
2025 Q4	$271K	Hold	564	–	–	0.11%	113
2025 Q3	$262K	Hold	564	–	–	0.11%	112
2025 Q2	$248K	Hold	564	–	–	0.11%	110
2025 Q1	$237K	Hold	564	–	–	0.11%	116
2024 Q4	$240K	Hold	564	–	–	0.12%	117
2024 Q3	$239K	Hold	564	–	–	0.12%	116
2024 Q2	$220K	Hold	564	–	–	0.12%	115
2024 Q1	$224K	Hold	564	–	–	0.13%	114
2023 Q4	$212K	Buy	+564	New	+$197K	0.14%	108
2022 Q1	–	Sell	-580	Closed	-$211K	–	117
2021 Q4	$211K	Buy	+580	New	+$206K	0.13%	112

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 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

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Maltin Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 564 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #125.

Maltin Wealth Management first reported a position in DIA in Q4 2021 and has held it in 13 quarters since. The position peaked at $295K in Q2 2026. 181 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Maltin Wealth Management held 564 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $287K as of Q3 2026.
Maltin 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 0.09% of Maltin Wealth Management's portfolio in Q3 2026, its #125 holding.
Maltin Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 13 quarters since.
Maltin Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $295K in Q2 2026.
181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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