Net Worth Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Net Worth Advisory Group’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	$2.46M	Sell	4,829 -82	-2%	-$43.2K	0.62%	28
2026 Q2	$2.57M	Buy	4,911 +312	+7%	+$156K	0.65%	29
2026 Q1	$2.13M	Sell	4,599 -103	-2%	-$49.9K	0.44%	48
2025 Q4	$2.26M	Sell	4,702 -4	-0.1%	-$1.89K	0.46%	44
2025 Q3	$2.18M	Sell	4,706 -11	-0.2%	-$4.96K	0.63%	28
2025 Q2	$2.08M	Buy	4,717 +2,538	+116%	+$1.05M	0.46%	50
2025 Q1	$915K	Sell	2,179 -2,107	-49%	-$911K	0.29%	66
2024 Q4	$1.82M	Buy	4,286 +572	+15%	+$248K	0.55%	30
2024 Q3	$1.57M	Buy	+3,714	New	+$1.51M	0.47%	36

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

Net Worth Advisory Group's DIA Position: Q3 2026 in Review

Net Worth Advisory Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.7% in Q3 2026, selling an estimated $43.2K and leaving 4,829 shares worth $2.46M. The position accounts for 0.62% of the portfolio, ranked #28.

Net Worth Advisory Group first reported a position in DIA in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q2 2026. 436 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Net Worth Advisory Group held 4,829 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.46M as of Q3 2026.
Net Worth Advisory Group sold 82 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $43.2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.62% of Net Worth Advisory Group's portfolio in Q3 2026, its #28 holding.
Net Worth Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.57M in Q2 2026.
436 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.