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Perennial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Perennial Advisors’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 		$491K Sell
965
-1,248
-56% -$657K 0.07% 104
2026
Q2 		$1.16M Buy
+2,213
New +$1.11M 0.18% 77

Other funds holding DIA

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SGCA
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
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
JBA
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
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Perennial Advisors's DIA Position: Q3 2026 in Review

Perennial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 56% in Q3 2026, selling an estimated $657K and leaving 965 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #104.

Perennial Advisors first reported a position in DIA in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.16M in Q2 2026. 181 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Perennial Advisors held 965 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $491K as of Q3 2026.
  • Perennial Advisors sold 1,248 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $657K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Perennial Advisors's portfolio in Q3 2026, its #104 holding.
  • Perennial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and has held it in 2 quarters since.
  • Perennial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.16M in Q2 2026.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.