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

Riverbend 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
Q2 		$623K Buy
1,192
+1
+0.1% +$499 0.31% 87
2026
Q1 		$551K Buy
1,191
+3
+0.3% +$1.45K 0.32% 83
2025
Q4 		$571K Buy
1,188
+2
+0.2% +$946 0.35% 76
2025
Q3 		$550K Sell
1,186
-96
-7% -$43.3K 0.38% 72
2025
Q2 		$565K Buy
1,282
+155
+14% +$64.3K 0.43% 67
2025
Q1 		$473K Buy
1,127
+125
+12% +$54.1K 0.42% 72
2024
Q4 		$427K Buy
+1,002
New +$434K 0.38% 74

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Riverbend Wealth Management's DIA Position: Q2 2026 in Review

Riverbend Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.08% in Q2 2026, buying an estimated $499 and bringing the position to 1,192 shares worth $623K. The position accounts for 0.31% of the portfolio, ranked #87.

Riverbend Wealth Management first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Riverbend Wealth Management held 1,192 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $623K as of Q2 2026.
  • Riverbend Wealth Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.31% of Riverbend Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Riverbend Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 740 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.