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

Quantum Financial Partners’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 		$2.06M Buy
+3,950
New +$1.97M 1.06% 26

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Quantum Financial Partners's DIA Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 3,950 shares worth $2.06M. The stake represents 1.06% of the portfolio and ranks #26 among its holdings.

373 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Quantum Financial Partners held 3,950 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.06M as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Quantum Financial Partners position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.06% of Quantum Financial Partners's portfolio in Q2 2026, its #26 holding.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.