Revisor Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Revisor Wealth Management’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	$342K	Sell	660 -112	-15%	-$59K	0.08%	252
2026 Q2	$404K	Sell	772 -84	-10%	-$42K	0.1%	229
2026 Q1	$397K	Sell	856 -50	-6%	-$24.2K	0.11%	208
2025 Q4	$447K	Sell	906 -80	-8%	-$37.8K	0.12%	178
2025 Q3	$458K	Sell	986 -507	-34%	-$229K	0.16%	139
2025 Q2	$669K	Sell	1,493 -552	-27%	-$229K	0.24%	89
2025 Q1	$860K	Buy	2,045 +904	+79%	+$391K	0.38%	53
2024 Q4	$489K	Buy	1,141 +187	+20%	+$80.9K	0.45%	45
2024 Q3	$403K	Sell	954 -597	-38%	-$243K	0.25%	94
2024 Q2	$606K	Sell	1,551 -436	-22%	-$169K	0.42%	46
2024 Q1	$771K	Buy	+1,987	New	+$765K	0.35%	61
2023 Q4	–	Sell	-954	Closed	-$319K	–	142
2023 Q3	$319K	Buy	+954	New	+$331K	0.27%	101

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

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Revisor Wealth Management's DIA Position: Q3 2026 in Review

Revisor Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 15% in Q3 2026, selling an estimated $59K and leaving 660 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #252.

Revisor Wealth Management first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. The position peaked at $860K in Q1 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Revisor Wealth Management held 660 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $342K as of Q3 2026.
Revisor Wealth Management sold 112 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $59K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Revisor Wealth Management's portfolio in Q3 2026, its #252 holding.
Revisor Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 12 quarters since.
Revisor Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $860K in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.