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 Q3	$2.03M	Buy	3,983 +33	+0.8%	+$17.4K	1.04%	24
2026 Q2	$2.06M	Buy	+3,950	New	+$1.97M	1.06%	26

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

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

Quantum Financial Partners's DIA Position: Q3 2026 in Review

Quantum Financial Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.84% in Q3 2026, buying an estimated $17.4K and bringing the position to 3,983 shares worth $2.03M. The position accounts for 1.04% of the portfolio, ranked #24.

Quantum Financial Partners first reported a position in DIA in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.06M in Q2 2026. 388 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Quantum Financial Partners held 3,983 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.03M as of Q3 2026.
Quantum Financial Partners bought 33 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $17.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.04% of Quantum Financial Partners's portfolio in Q3 2026, its #24 holding.
Quantum Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and has held it in 2 quarters since.
Quantum Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.06M in Q2 2026.
388 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.