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

Prosperity Planning’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	$472K	Buy	929 +135	+17%	+$71.1K	0.1%	86
2026 Q2	$415K	Hold	794	–	–	0.1%	85
2026 Q1	$368K	Hold	794	–	–	0.09%	88
2025 Q4	$382K	Sell	794 -10	-1%	-$4.73K	0.1%	84
2025 Q3	$373K	Hold	804	–	–	0.1%	84
2025 Q2	$354K	Hold	804	–	–	0.1%	83
2025 Q1	$338K	Sell	804 -8	-1%	-$3.46K	0.11%	82
2024 Q4	$346K	Buy	812 +2	+0.2%	+$866	0.11%	81
2024 Q3	$343K	Buy	810 +5	+0.6%	+$2.03K	0.11%	84
2024 Q2	$315K	Buy	805 +10	+1%	+$3.88K	0.11%	86
2024 Q1	$316K	Hold	795	–	–	0.11%	79
2023 Q4	$300K	Hold	795	–	–	0.11%	80
2023 Q3	$266K	Hold	795	–	–	0.11%	76
2023 Q2	$273K	Buy	795 +13	+2%	+$4.38K	0.11%	77
2023 Q1	$260K	Buy	+782	New	+$260K	0.11%	76
2022 Q4	–	Sell	-782	Closed	-$225K	–	78
2022 Q3	$225K	Hold	782	–	–	0.12%	77
2022 Q2	$241K	Hold	782	–	–	0.12%	67
2022 Q1	$271K	Hold	782	–	–	0.13%	65
2021 Q4	$284K	Buy	782 +12	+2%	+$4.26K	0.14%	62
2021 Q3	$260K	Hold	770	–	–	0.14%	68
2021 Q2	$266K	Hold	770	–	–	0.17%	65
2021 Q1	$254K	Hold	770	–	–	0.18%	66
2020 Q4	$235K	Buy	+770	New	+$224K	0.2%	63

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 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

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

Prosperity Planning's DIA Position: Q3 2026 in Review

Prosperity Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q3 2026, buying an estimated $71.1K and bringing the position to 929 shares worth $472K. The position accounts for 0.1% of the portfolio, ranked #86.

Prosperity Planning first reported a position in DIA in Q4 2020 and has held it in 23 quarters since. 210 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Prosperity Planning held 929 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $472K as of Q3 2026.
Prosperity Planning bought 135 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $71.1K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Prosperity Planning's portfolio in Q3 2026, its #86 holding.
Prosperity Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 23 quarters since.
210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.