MinichMacGregor Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

MinichMacGregor Wealth 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	$245K	Buy	482 +2	+0.4%	+$1.05K	0.04%	133
2026 Q2	$251K	Hold	480	–	–	0.04%	130
2026 Q1	$222K	Sell	480 -1,679	-78%	-$813K	0.04%	123
2025 Q4	$1.04M	Buy	2,159 +167	+8%	+$79K	0.19%	54
2025 Q3	$924K	Hold	1,992	–	–	0.18%	59
2025 Q2	$878K	Sell	1,992 -1	-0.1%	-$415	0.19%	54
2025 Q1	$837K	Sell	1,993 -167	-8%	-$72.2K	0.19%	53
2024 Q4	$919K	Buy	2,160 +1,680	+350%	+$727K	0.19%	54
2024 Q3	$203K	Buy	+480	New	+$195K	0.04%	115
2023 Q1	–	Sell	-712	Closed	-$236K	–	226
2022 Q4	$236K	Buy	+712	New	+$231K	0.09%	70
2020 Q2	–	Sell	-1,407	Closed	-$331K	–	76
2020 Q1	$331K	Buy	+1,407	New	+$374K	0.3%	67
2018 Q2	–	Sell	-34	Closed	-$8K	–	538
2018 Q1	$8K	Buy	+34	New	+$8.54K	0.01%	330
2017 Q1	–	Sell	-801	Closed	-$158K	–	466
2016 Q4	$158K	Buy	801 +1	+0.1%	+$189	0.15%	42
2016 Q3	$146K	Hold	800	–	–	0.14%	44
2016 Q2	$143K	Hold	800	–	–	0.14%	49
2016 Q1	$141K	Hold	800	–	–	0.14%	48
2015 Q4	$144K	Buy	+800	New	+$140K	0.13%	46

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MinichMacGregor Wealth Management's DIA Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.42% in Q3 2026, buying an estimated $1.05K and bringing the position to 482 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #133.

MinichMacGregor Wealth Management first reported a position in DIA in Q4 2015 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2025. 195 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

MinichMacGregor Wealth Management held 482 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $245K as of Q3 2026.
MinichMacGregor Wealth Management bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #133 holding.
MinichMacGregor Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 17 quarters since.
MinichMacGregor Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.04M in Q4 2025.
195 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.