Riverbend Wealth Management
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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
Q3 		$608K Buy
1,195
+3
+0.3% +$1.58K 0.28% 97
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

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

Riverbend Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.25% in Q3 2026, buying an estimated $1.58K and bringing the position to 1,195 shares worth $608K. The position accounts for 0.28% of the portfolio, ranked #97.

Riverbend Wealth Management first reported a position in DIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $623K in Q2 2026. 1,028 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Riverbend Wealth Management held 1,195 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $608K as of Q3 2026.
  • Riverbend Wealth Management bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.58K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.28% of Riverbend Wealth Management's portfolio in Q3 2026, its #97 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 8 quarters since.
  • Riverbend Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $623K in Q2 2026.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.