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

Melone Private Wealth’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
Q2 		$4.23M Sell
8,098
-1,867
-19% -$932K 1.61% 22
2026
Q1 		$4.62M Sell
9,965
-1,237
-11% -$599K 1.89% 22
2025
Q4 		$5.38M Sell
11,202
-19,996
-64% -$9.46M 2.28% 18
2025
Q3 		$14.5M Buy
31,198
+2,840
+10% +$1.28M 6.55% 5
2025
Q2 		$12.4M Buy
28,358
+697
+3% +$289K 6.36% 5
2025
Q1 		$11.6M Buy
27,661
+369
+1% +$160K 6.08% 5
2024
Q4 		$11.6M Sell
27,292
-6,514
-19% -$2.82M 6.02% 5
2024
Q3 		$14.3M Buy
33,806
+1,453
+4% +$590K 7.6% 2
2024
Q2 		$12.7M Buy
32,353
+282
+0.9% +$109K 7.5% 3
2024
Q1 		$12.8M Buy
32,071
+164
+0.5% +$63.2K 7.66% 3
2023
Q4 		$12M Buy
31,907
+8,530
+36% +$2.98M 7.65% 2
2023
Q3 		$7.83M Buy
23,377
+1,495
+7% +$518K 5.6% 6
2023
Q2 		$7.52M Buy
21,882
+1,587
+8% +$534K 5.31% 6
2023
Q1 		$6.8M Buy
20,295
+7,026
+53% +$2.33M 5.19% 6
2022
Q4 		$4.4M Buy
13,269
+1,790
+16% +$582K 3.73% 12
2022
Q3 		$3.44M Buy
11,479
+645
+6% +$205K 3% 12
2022
Q2 		$3.4M Buy
10,834
+535
+5% +$175K 2.88% 12
2022
Q1 		$3.49M Buy
10,299
+2,788
+37% +$967K 2.85% 13
2021
Q4 		$2.73M Buy
+7,511
New +$2.67M 2.05% 17

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Melone Private Wealth's DIA Position: Q2 2026 in Review

Melone Private Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 19% in Q2 2026, selling an estimated $932K and leaving 8,098 shares worth $4.23M. The position accounts for 1.61% of the portfolio, ranked #22.

Melone Private Wealth first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q3 2025. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Melone Private Wealth held 8,098 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.23M as of Q2 2026.
  • Melone Private Wealth sold 1,867 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $932K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.61% of Melone Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Melone Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14.5M in Q3 2025.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.