Melone Private Wealth
DIA icon

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
Q3 		$4.07M Sell
8,009
-89
-1% -$46.9K 1.6% 22
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

Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Melone Private Wealth's DIA Position: Q3 2026 in Review

Melone Private Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q3 2026, selling an estimated $46.9K and leaving 8,009 shares worth $4.07M. The position accounts for 1.6% of the portfolio, ranked #22.

Melone Private Wealth first reported a position in DIA in Q4 2021 and has held it in 20 quarters since. The position peaked at $14.5M in Q3 2025. 658 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Melone Private Wealth held 8,009 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.07M as of Q3 2026.
  • Melone Private Wealth sold 89 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $46.9K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.6% of Melone Private Wealth's portfolio in Q3 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 20 quarters since.
  • Melone Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14.5M in Q3 2025.
  • 658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.