Private Client Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Private Client Services’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	$294K	Sell	578 -163	-22%	-$85.8K	0.08%	177
2026 Q2	$387K	Sell	741 -157	-17%	-$78.4K	0.1%	148
2026 Q1	$416K	Buy	898 +231	+35%	+$112K	0.12%	133
2025 Q4	$321K	Buy	667 +50	+8%	+$23.7K	0.1%	135
2025 Q3	$286K	Buy	617 +67	+12%	+$30.2K	0.1%	152
2025 Q2	$242K	Sell	550 -19	-3%	-$7.88K	0.09%	178
2025 Q1	$239K	Buy	569 +51	+10%	+$22.1K	0.12%	161
2024 Q4	$220K	Buy	+518	New	+$224K	0.12%	172

Other funds holding DIA

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

SDAM

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

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Private Client Services's DIA Position: Q3 2026 in Review

Private Client Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 22% in Q3 2026, selling an estimated $85.8K and leaving 578 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #177.

Private Client Services first reported a position in DIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $416K in Q1 2026. 272 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Private Client Services held 578 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $294K as of Q3 2026.
Private Client Services sold 163 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $85.8K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Private Client Services's portfolio in Q3 2026, its #177 holding.
Private Client Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 8 quarters since.
Private Client Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $416K in Q1 2026.
272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.