Mine & Arao Wealth Creation & Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	$27.2M	Sell	52,051 -9	-0%	-$4.5K	9.86%	3
2026 Q1	$24.1M	Sell	52,060 -1,129	-2%	-$547K	10.12%	3
2025 Q4	$25.6M	Buy	53,189 +272	+0.5%	+$129K	10%	3
2025 Q3	$24.5M	Buy	52,917 +121	+0.2%	+$54.5K	9.97%	3
2025 Q2	$23.3M	Sell	52,796 -221	-0.4%	-$91.7K	10.38%	3
2025 Q1	$22.3M	Sell	53,017 -976	-2%	-$422K	10.86%	3
2024 Q4	$23M	Sell	53,993 -2,140	-4%	-$926K	10.53%	3
2024 Q3	$23.8M	Buy	56,133 +642	+1%	+$261K	11.03%	3
2024 Q2	$21.7M	Buy	55,491 +45	+0.1%	+$17.5K	10.56%	3
2024 Q1	$22.1M	Buy	55,446 +1,388	+3%	+$535K	10.91%	3
2023 Q4	$20.4M	Buy	54,058 +271	+0.5%	+$94.7K	11.02%	3
2023 Q3	$18M	Buy	53,787 +820	+2%	+$284K	10.96%	3
2023 Q2	$18.2M	Buy	52,967 +409	+0.8%	+$138K	10.65%	3
2023 Q1	$17.5M	Buy	52,558 +2,707	+5%	+$899K	11.22%	3
2022 Q4	$16.5M	Sell	49,851 -2,452	-5%	-$797K	12.23%	3
2022 Q3	$15M	Buy	52,303 +215	+0.4%	+$68.3K	11.07%	3
2022 Q2	$16M	Buy	52,088 +200	+0.4%	+$65.4K	11.26%	3
2022 Q1	$18M	Buy	51,888 +344	+0.7%	+$119K	10.55%	3
2021 Q4	$18.7M	Buy	51,544 +1,155	+2%	+$410K	10.32%	3
2021 Q3	$17M	Buy	50,389 +981	+2%	+$343K	10.21%	3
2021 Q2	$17M	Buy	49,408 +596	+1%	+$203K	10.29%	3
2021 Q1	$16.1M	Sell	48,812 -59	-0.1%	-$18.6K	10.75%	3
2020 Q4	$14.9M	Buy	48,871 +478	+1%	+$139K	10.73%	3
2020 Q3	$13.4M	Buy	48,393 +95	+0.2%	+$26K	11.05%	3
2020 Q2	$12.5M	Sell	48,298 -1,429	-3%	-$351K	11.68%	3
2020 Q1	$10.9M	Sell	49,727 -4,970	-9%	-$1.32M	12.64%	3
2019 Q4	$15.6M	Buy	+54,697	New	+$15.1M	14.63%	3

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Mine & Arao Wealth Creation & Management's DIA Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.02% in Q2 2026, selling an estimated $4.5K and leaving 52,051 shares worth $27.2M. The position accounts for 9.86% of the portfolio, ranked #3.

Mine & Arao Wealth Creation & Management first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. 692 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Mine & Arao Wealth Creation & Management held 52,051 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $27.2M as of Q2 2026.
Mine & Arao Wealth Creation & Management sold 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 9.86% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #3 holding.
Mine & Arao Wealth Creation & Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
692 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.