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

Obermeyer Wealth Partners’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	$299K	Sell	587 -9	-2%	-$4.74K	0.01%	253
2026 Q2	$311K	Hold	596	–	–	0.01%	243
2026 Q1	$276K	Hold	596	–	–	0.01%	256
2025 Q4	$286K	Sell	596 -11	-2%	-$5.2K	0.01%	244
2025 Q3	$281K	Buy	607 +20	+3%	+$9.01K	0.01%	243
2025 Q2	$259K	Hold	587	–	–	0.01%	238
2025 Q1	$246K	Hold	587	–	–	0.01%	226
2024 Q4	$250K	Hold	587	–	–	0.01%	223
2024 Q3	$248K	Buy	+587	New	+$238K	0.01%	221

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

Obermeyer Wealth Partners's DIA Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.5% in Q3 2026, selling an estimated $4.74K and leaving 587 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #253.

Obermeyer Wealth Partners first reported a position in DIA in Q3 2024 and has held it in 9 quarters since. The position peaked at $311K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Obermeyer Wealth Partners held 587 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $299K as of Q3 2026.
Obermeyer Wealth Partners sold 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $4.74K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #253 holding.
Obermeyer Wealth Partners 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.
Obermeyer Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $311K in Q2 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.