Merit Financial Group
DIA icon

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

Merit Financial 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 		$8.08M Sell
15,881
-121
-0.8% -$63.7K 0.05% 342
2026
Q2 		$8.36M Sell
16,002
-2,774
-15% -$1.39M 0.05% 299
2026
Q1 		$8.7M Sell
18,776
-5,696
-23% -$2.76M 0.06% 255
2025
Q4 		$11.8M Buy
24,472
+797
+3% +$377K 0.09% 178
2025
Q3 		$11M Buy
23,675
+334
+1% +$151K 0.1% 164
2025
Q2 		$10.3M Buy
23,341
+18,271
+360% +$7.58M 0.11% 144
2025
Q1 		$2.13M Buy
5,070
+105
+2% +$45.4K 0.03% 406
2024
Q4 		$2.11M Buy
4,965
+287
+6% +$124K 0.04% 345
2024
Q3 		$1.98M Buy
4,678
+2,982
+176% +$1.21M 0.04% 274
2024
Q2 		$663K Sell
1,696
-117
-6% -$45.4K 0.01% 515
2024
Q1 		$701K Sell
1,813
-381
-17% -$147K 0.02% 496
2023
Q4 		$827K Sell
2,194
-1,673
-43% -$585K 0.03% 361
2023
Q3 		$1.3M Buy
3,867
+991
+34% +$344K 0.04% 279
2023
Q2 		$989K Buy
2,876
+2,158
+301% +$726K 0.03% 340
2023
Q1 		$239K Sell
718
-1,153
-62% -$383K 0.01% 558
2022
Q4 		$620K Buy
1,871
+800
+75% +$260K 0.02% 381
2022
Q3 		$308K Buy
1,071
+34
+3% +$10.8K 0.01% 431
2022
Q2 		$319K Sell
1,037
-1,473
-59% -$482K 0.01% 437
2022
Q1 		$870K Buy
+2,510
New +$871K 0.05% 165

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Merit Financial Group's DIA Position: Q3 2026 in Review

Merit Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.76% in Q3 2026, selling an estimated $63.7K and leaving 15,881 shares worth $8.08M. The position accounts for 0.05% of the portfolio, ranked #342.

Merit Financial Group first reported a position in DIA in Q1 2022 and has held it in 19 quarters since. The position peaked at $11.8M in Q4 2025. 1,039 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Merit Financial Group held 15,881 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.08M as of Q3 2026.
  • Merit Financial Group sold 121 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $63.7K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Merit Financial Group's portfolio in Q3 2026, its #342 holding.
  • Merit Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 19 quarters since.
  • Merit Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.8M in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.