MJT & Associates Financial Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

MJT & Associates Financial Advisory’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	$4	Hold	1	–	–	﹤0.01%	436
2026 Q2	$4	Hold	1	–	–	﹤0.01%	464
2026 Q1	$4	Hold	1	–	–	﹤0.01%	441
2025 Q4	$26	Hold	1	–	–	﹤0.01%	443
2025 Q3	$25	Buy	+1	New	+$451	﹤0.01%	460
2025 Q2	–	Sell	-1	Closed	-$415	–	470
2025 Q1	$23	Buy	+1	New	+$432	﹤0.01%	476

Other funds holding DIA

SDAM

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

FHC

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

MJT & Associates Financial Advisory's DIA Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #436.

MJT & Associates Financial Advisory first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. The position peaked at $26 in Q4 2025. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

MJT & Associates Financial Advisory held 1 share of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4 as of Q3 2026.
MJT & Associates Financial Advisory left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #436 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $26 in Q4 2025.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.