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

Prosperity Capital 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 Q2	$953K	Sell	1,824 -390	-18%	-$195K	0.05%	193
2026 Q1	$1.03M	Sell	2,214 -917	-29%	-$444K	0.06%	188
2025 Q4	$1.5M	Sell	3,131 -3,072	-50%	-$1.45M	0.09%	136
2025 Q3	$2.88M	Sell	6,203 -58	-0.9%	-$26.1K	0.17%	100
2025 Q2	$2.76M	Buy	6,261 +3,084	+97%	+$1.28M	0.18%	102
2025 Q1	$1.33M	Sell	3,177 -212	-6%	-$91.7K	0.11%	133
2024 Q4	$1.44M	Sell	3,389 -1,245	-27%	-$539K	0.12%	128
2024 Q3	$1.96M	Buy	4,634 +970	+26%	+$394K	0.17%	104
2024 Q2	$1.43M	Sell	3,664 -5,069	-58%	-$1.97M	0.16%	98
2024 Q1	$3.47M	Buy	8,733 +5,083	+139%	+$1.96M	0.41%	43
2023 Q4	$1.38M	Buy	3,650 +185	+5%	+$64.6K	0.15%	78
2023 Q3	$1.16M	Sell	3,465 -9,001	-72%	-$3.12M	0.15%	83
2023 Q2	$4.29M	Buy	12,466 +1,582	+15%	+$532K	0.6%	25
2023 Q1	$3.62M	Buy	+10,884	New	+$3.62M	0.56%	32

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Prosperity Capital Advisors's DIA Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 18% in Q2 2026, selling an estimated $195K and leaving 1,824 shares worth $953K. The position accounts for 0.05% of the portfolio, ranked #193.

Prosperity Capital Advisors first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.29M in Q2 2023. 351 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Prosperity Capital Advisors held 1,824 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $953K as of Q2 2026.
Prosperity Capital Advisors sold 390 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $195K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #193 holding.
Prosperity Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 14 quarters since.
Prosperity Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.29M in Q2 2023.
351 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.