Olistico Wealth
DIA icon

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

Olistico Wealth’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 		$632K Sell
1,243
-41
-3% -$21.6K 0.26% 62
2026
Q2 		$671K Hold
1,284
– – 0.29% 61
2026
Q1 		$595K Hold
1,284
– – 0.29% 61
2025
Q4 		$617K Hold
1,284
– – 0.3% 56
2025
Q3 		$595K Sell
1,284
-55
-4% -$24.8K 0.31% 55
2025
Q2 		$590K Buy
1,339
+201
+18% +$83.4K 0.33% 54
2025
Q1 		$562K Sell
1,138
-201
-15% -$86.9K 0.35% 54
2024
Q4 		$570K Buy
1,339
+201
+18% +$87K 0.33% 53
2024
Q3 		$482K Sell
1,138
-1
-0.1% -$406 0.29% 65
2024
Q2 		$445K Buy
1,139
+2
+0.2% +$776 0.28% 69
2024
Q1 		$452K Sell
1,137
-28
-2% -$10.8K 0.33% 66
2023
Q4 		$439K Buy
1,165
+3
+0.3% +$1.05K 0.34% 70
2023
Q3 		$389K Buy
1,162
+2
+0.2% +$694 0.35% 72
2023
Q2 		$399K Sell
1,160
-57
-5% -$19.2K 0.34% 72
2023
Q1 		$405K Buy
1,217
+2
+0.2% +$665 0.39% 64
2022
Q4 		$402K Buy
+1,215
New +$395K 0.44% 66

Other funds holding DIA

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
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
Shulman DeMeo Asset Management
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
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Olistico Wealth's DIA Position: Q3 2026 in Review

Olistico Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.2% in Q3 2026, selling an estimated $21.6K and leaving 1,243 shares worth $632K. The position accounts for 0.26% of the portfolio, ranked #62.

Olistico Wealth first reported a position in DIA in Q4 2022 and has held it in 16 quarters since. The position peaked at $671K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Olistico Wealth held 1,243 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $632K as of Q3 2026.
  • Olistico Wealth sold 41 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $21.6K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Olistico Wealth's portfolio in Q3 2026, its #62 holding.
  • Olistico Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $671K 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 Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.