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NWAM LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

NWAM LLC’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
2021
Q2 		– Sell
-2,400
Closed -$864K – 478
2021
Q1 		$864K Buy
2,400
+100
+4% +$31.6K 0.09% 224
2020
Q4 		$736K Hold
2,300
– – 0.08% 216
2020
Q3 		$690K Buy
+2,300
New +$628K 0.11% 151

Other funds holding DIA

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

NWAM LLC's DIA Position: Q2 2026 in Review

NWAM LLC increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 13% in Q2 2026, buying an estimated $750K and bringing the position to 12,686 shares worth $6.63M. The position accounts for 0.33% of the portfolio, ranked #72.

NWAM LLC first reported a position in DIA in Q2 2016 and has held it in 32 quarters since. 505 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • NWAM LLC held 12,686 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.63M as of Q2 2026.
  • NWAM LLC bought 1,501 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $750K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.33% of NWAM LLC's portfolio in Q2 2026, its #72 holding.
  • NWAM LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and has held it in 32 quarters since.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.