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Objective Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Objective Capital Management’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 		$3.64M Buy
7,152
+111
+2% +$58.4K 3.26% 5
2026
Q2 		$3.68M Buy
7,041
+512
+8% +$256K 3.26% 6
2026
Q1 		$3.02M Buy
6,529
+440
+7% +$213K 3.05% 7
2025
Q4 		$2.93M Sell
6,089
-80
-1% -$37.8K 2.98% 7
2025
Q3 		$2.86M Buy
6,169
+13
+0.2% +$5.86K 2.96% 7
2025
Q2 		$2.71M Buy
6,156
+3
+0% +$1.24K 3.05% 7
2025
Q1 		$2.58M Buy
6,153
+51
+0.8% +$22.1K 3.3% 7
2024
Q4 		$2.6M Buy
6,102
+3
+0% +$1.3K 1.74% 14
2024
Q3 		$2.58M Buy
+6,099
New +$2.48M 1.52% 16
2024
Q1 		$2.61M Sell
6,567
-177
-3% -$68.2K 1.76% 15
2023
Q4 		$2.54M Buy
6,744
+148
+2% +$51.7K 1.94% 13
2023
Q3 		$2.21M Sell
6,596
-430
-6% -$149K 1.96% 15
2023
Q2 		$2.42M Buy
7,026
+17
+0.2% +$5.72K 2.11% 15
2023
Q1 		$2.33M Sell
7,009
-231
-3% -$76.8K 2.13% 14
2022
Q4 		$2.4M Buy
7,240
+513
+8% +$167K 2.38% 12
2022
Q3 		$1.93M Buy
6,727
+76
+1% +$24.2K 2.06% 13
2022
Q2 		$2.05M Buy
6,651
+230
+4% +$75.2K 2.06% 14
2022
Q1 		$2.23M Buy
6,421
+135
+2% +$46.8K 1.71% 16
2021
Q4 		$2.28M Buy
+6,286
New +$2.23M 1.62% 17

Other funds holding DIA

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Objective Capital Management's DIA Position: Q3 2026 in Review

Objective Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.6% in Q3 2026, buying an estimated $58.4K and bringing the position to 7,152 shares worth $3.64M. The position accounts for 3.26% of the portfolio, ranked #5.

Objective Capital Management first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.68M in Q2 2026. 316 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Objective Capital Management held 7,152 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.64M as of Q3 2026.
  • Objective Capital Management bought 111 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $58.4K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.26% of Objective Capital Management's portfolio in Q3 2026, its #5 holding.
  • Objective Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.68M in Q2 2026.
  • 316 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.