RIA Advisory Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

RIA Advisory Group’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	$483K	Sell	949 -965	-50%	-$508K	0.14%	83
2026 Q2	$1000K	Buy	1,914 +936	+96%	+$467K	0.22%	69
2026 Q1	$453K	Buy	978 +177	+22%	+$85.7K	0.11%	91
2025 Q4	$385K	Sell	801 -25	-3%	-$11.8K	0.09%	104
2025 Q3	$383K	Buy	826 +8	+1%	+$3.61K	0.1%	93
2025 Q2	$360K	Sell	818 -12	-1%	-$4.98K	0.11%	85
2025 Q1	$349K	Sell	830 -1	-0.1%	-$432	0.11%	98
2024 Q4	$353K	Sell	831 -32	-4%	-$13.9K	0.12%	98
2024 Q3	$365K	Buy	+863	New	+$351K	0.13%	83
2024 Q1	$325K	Buy	+819	New	+$316K	0.13%	92
2023 Q4	–	Sell	-783	Closed	-$262K	–	130
2023 Q3	$262K	Sell	783 -1,050	-57%	-$364K	0.12%	90
2023 Q2	$630K	Sell	1,833 -299	-14%	-$101K	0.27%	57
2023 Q1	$709K	Sell	2,132 -2,591	-55%	-$861K	0.33%	49
2022 Q4	$1.51M	Buy	+4,723	New	+$1.54M	0.87%	16

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

RIA Advisory Group's DIA Position: Q3 2026 in Review

RIA Advisory Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 50% in Q3 2026, selling an estimated $508K and leaving 949 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #83.

RIA Advisory Group first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q4 2022. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

RIA Advisory Group held 949 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $483K as of Q3 2026.
RIA Advisory Group sold 965 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $508K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of RIA Advisory Group's portfolio in Q3 2026, its #83 holding.
RIA Advisory Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
RIA Advisory Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.51M in Q4 2022.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.