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

Midwest Trust’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	$831K	Sell	1,635 -246	-13%	-$130K	0.01%	390
2026 Q2	$983K	Sell	1,881 -209	-10%	-$104K	0.01%	360
2026 Q1	$968K	Sell	2,090 -92	-4%	-$44.6K	0.01%	350
2025 Q4	$1.05M	Sell	2,182 -41	-2%	-$19.4K	0.01%	338
2025 Q3	$1.03M	Buy	2,223 +71	+3%	+$32K	0.01%	340
2025 Q2	$948K	Buy	+2,152	New	+$893K	0.01%	348

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

Midwest Trust's DIA Position: Q3 2026 in Review

Midwest Trust reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q3 2026, selling an estimated $130K and leaving 1,635 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #390.

Midwest Trust first reported a position in DIA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Midwest Trust held 1,635 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $831K as of Q3 2026.
Midwest Trust sold 246 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $130K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #390 holding.
Midwest Trust first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.05M in Q4 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.