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

Pettinga Financial 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 		$11.7M Sell
23,046
-3,699
-14% -$1.95M 1.94% 15
2026
Q2 		$14M Sell
26,745
-287
-1% -$143K 2.24% 14
2026
Q1 		$12.5M Sell
27,032
-733
-3% -$355K 2.36% 13
2025
Q4 		$13.3M Buy
27,765
+1,297
+5% +$614K 2.53% 11
2025
Q3 		$12.3M Buy
26,468
+2,219
+9% +$1M 2.39% 12
2025
Q2 		$10.7M Buy
24,249
+6,075
+33% +$2.52M 2.34% 12
2025
Q1 		$7.63M Sell
18,174
-704
-4% -$304K 1.79% 17
2024
Q4 		$8.03M Buy
18,878
+4,432
+31% +$1.92M 1.82% 17
2024
Q3 		$6.11M Buy
14,446
+2,791
+24% +$1.13M 1.45% 21
2024
Q2 		$4.56M Buy
11,655
+880
+8% +$342K 1.14% 23
2024
Q1 		$4.29M Sell
10,775
-2,704
-20% -$1.04M 1.09% 25
2023
Q4 		$5.08M Sell
13,479
-375
-3% -$131K 1.36% 21
2023
Q3 		$4.64M Buy
13,854
+480
+4% +$166K 1.4% 21
2023
Q2 		$4.6M Buy
13,374
+1,604
+14% +$540K 1.36% 20
2023
Q1 		$3.91M Sell
11,770
-245
-2% -$81.4K 1.22% 22
2022
Q4 		$3.98M Sell
12,015
-3,070
-20% -$998K 1.3% 19
2022
Q3 		$4.33M Sell
15,085
-1,747
-10% -$555K 1.49% 18
2022
Q2 		$5.18M Sell
16,832
-2,840
-14% -$929K 1.55% 19
2022
Q1 		$6.82M Buy
19,672
+1,345
+7% +$467K 1.71% 16
2021
Q4 		$6.66M Buy
18,327
+1,610
+10% +$572K 1.62% 17
2021
Q3 		$5.66M Sell
16,717
-4,075
-20% -$1.42M 1.44% 19
2021
Q2 		$7.17M Sell
20,792
-4,478
-18% -$1.53M 1.92% 17
2021
Q1 		$8.34M Buy
25,270
+7,846
+45% +$2.48M 2.43% 13
2020
Q4 		$5.33M Sell
17,424
-4,698
-21% -$1.37M 1.91% 15
2020
Q3 		$6.14M Buy
22,122
+14,212
+180% +$3.88M 2.6% 12
2020
Q2 		$2.04M Sell
7,910
-423
-5% -$104K 0.99% 24
2020
Q1 		$1.83M Sell
8,333
-1,115
-12% -$296K 1.23% 19
2019
Q4 		$2.69M Sell
9,448
-12
-0.1% -$3.31K 1.44% 17
2019
Q3 		$2.55M Buy
9,460
+60
+0.6% +$16K 1.37% 16
2019
Q2 		$2.5M Sell
9,400
-75
-0.8% -$19.6K 1.3% 17
2019
Q1 		$2.46M Sell
9,475
-1,750
-16% -$440K 1.31% 16
2018
Q4 		$2.62M Buy
+11,225
New +$2.8M 1.72% 15

Other funds holding DIA

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
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

Pettinga Financial Advisors's DIA Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 14% in Q3 2026, selling an estimated $1.95M and leaving 23,046 shares worth $11.7M. The position accounts for 1.94% of the portfolio, ranked #15.

Pettinga Financial Advisors first reported a position in DIA in Q4 2018 and has held it in 32 quarters since. The position peaked at $14M in Q2 2026. 143 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Pettinga Financial Advisors held 23,046 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $11.7M as of Q3 2026.
  • Pettinga Financial Advisors sold 3,699 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.95M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.94% of Pettinga Financial Advisors's portfolio in Q3 2026, its #15 holding.
  • Pettinga Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14M in Q2 2026.
  • 143 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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