MAM
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Milestone Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Milestone Asset Management’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 		$1.8M Buy
+3,534
New +$1.86M 0.28% 84

Other funds holding DIA

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SGCA
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
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Milestone Asset Management's DIA Position: Q3 2026 in Review

Milestone Asset Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026: 3,534 shares worth $1.8M. The stake represents 0.28% of the portfolio and ranks #84 among its holdings.

272 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Milestone Asset Management held 3,534 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.8M as of Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Milestone Asset Management position in Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.28% of Milestone Asset Management's portfolio in Q3 2026, its #84 holding.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.