Next Level Wealth Planning
DIA icon

Next Level Wealth Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Next Level Wealth Planning’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 		$42K Buy
+83
New +$43.7K 0.02% 188

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Next Level Wealth Planning's DIA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026: 83 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings.

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

  • Next Level Wealth Planning held 83 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $42K as of Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Next Level Wealth Planning position in Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #188 holding.
  • 907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.