Mather Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mather Group’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	$1.05M	Buy	2,067 +686	+50%	+$361K	0.01%	364
2026 Q2	$721K	Buy	1,381 +479	+53%	+$239K	0.01%	455
2026 Q1	$418K	Sell	902 -27	-3%	-$13.1K	﹤0.01%	537
2025 Q4	$446K	Hold	929	–	–	﹤0.01%	433
2025 Q3	$431K	Hold	929	–	–	﹤0.01%	431
2025 Q2	$409K	Sell	929 -1	-0.1%	-$415	﹤0.01%	424
2025 Q1	$391K	Buy	930 +94	+11%	+$40.7K	﹤0.01%	428
2024 Q4	$356K	Hold	836	–	–	﹤0.01%	433
2024 Q3	$354K	Sell	836 -45	-5%	-$18.3K	﹤0.01%	429
2024 Q2	$350K	Sell	881 -13	-1%	-$5.05K	﹤0.01%	494
2024 Q1	$337K	Hold	894	–	–	0.01%	412
2023 Q4	$337K	Hold	894	–	–	0.01%	426
2023 Q3	$299K	Buy	894 +311	+53%	+$108K	0.01%	437
2023 Q2	$200K	Buy	+583	New	+$196K	﹤0.01%	552
2023 Q1	–	Sell	-741	Closed	-$246K	–	512
2022 Q4	$246K	Buy	+741	New	+$241K	﹤0.01%	425
2022 Q3	–	Sell	-771	Closed	-$237K	–	472
2022 Q2	$237K	Hold	771	–	–	0.01%	342
2022 Q1	$267K	Buy	+771	New	+$267K	0.01%	366

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

Mather Group's DIA Position: Q3 2026 in Review

Mather Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 50% in Q3 2026, buying an estimated $361K and bringing the position to 2,067 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #364.

Mather Group first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. 436 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Mather Group held 2,067 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.05M as of Q3 2026.
Mather Group bought 686 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $361K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Mather Group's portfolio in Q3 2026, its #364 holding.
Mather Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
436 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.