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

RMR Wealth Builders’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	$1.79M	Sell	3,521 -9	-0.3%	-$4.74K	0.1%	95
2026 Q2	$1.84M	Sell	3,530 -195	-5%	-$97.4K	0.11%	89
2026 Q1	$1.73M	Sell	3,725 -557	-13%	-$270K	0.14%	85
2025 Q4	$2.06M	Sell	4,282 -326	-7%	-$154K	0.16%	80
2025 Q3	$2.14M	Sell	4,608 -220	-5%	-$99.2K	0.18%	72
2025 Q2	$2.13M	Sell	4,828 -139	-3%	-$57.7K	0.19%	68
2025 Q1	$2.09M	Sell	4,967 -220	-4%	-$95.1K	0.22%	61
2024 Q4	$2.21M	Sell	5,187 -90	-2%	-$39K	0.23%	58
2024 Q3	$2.23M	Sell	5,277 -94	-2%	-$38.2K	0.24%	51
2024 Q2	$2.1M	Sell	5,371 -131	-2%	-$50.9K	0.24%	51
2024 Q1	$2.19M	Buy	5,502 +12	+0.2%	+$4.62K	0.26%	48
2023 Q4	$2.07M	Sell	5,490 -2,221	-29%	-$776K	0.29%	43
2023 Q3	$2.58M	Buy	7,711 +616	+9%	+$214K	0.41%	35
2023 Q2	$2.44M	Sell	7,095 -163	-2%	-$54.9K	0.42%	36
2023 Q1	$2.41M	Sell	7,258 -1,514	-17%	-$503K	0.46%	31
2022 Q4	$2.91M	Buy	8,772 +80	+0.9%	+$26K	0.66%	29
2022 Q3	$2.5M	Sell	8,692 -226	-3%	-$71.8K	0.61%	29
2022 Q2	$2.75M	Sell	8,918 -89	-1%	-$29.1K	0.69%	26
2022 Q1	$3.12M	Sell	9,007 -46	-0.5%	-$16K	0.67%	28
2021 Q4	$3.29M	Buy	9,053 +915	+11%	+$325K	0.94%	20
2021 Q3	$2.76M	Sell	8,138 -16	-0.2%	-$5.59K	0.81%	17
2021 Q2	$2.82M	Sell	8,154 -469	-5%	-$160K	0.92%	16
2021 Q1	$2.85M	Buy	8,623 +3,086	+56%	+$974K	0.74%	17
2020 Q4	$1.69M	Sell	5,537 -2,268	-29%	-$660K	0.83%	22
2020 Q3	$2.17M	Buy	7,805 +6,198	+386%	+$1.69M	0.56%	33
2020 Q2	$415K	Buy	+1,607	New	+$395K	0.37%	61
2019 Q4	$53K	Buy	+185	New	+$51K	0.05%	218

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

RMR Wealth Builders's DIA Position: Q3 2026 in Review

RMR Wealth Builders reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.25% in Q3 2026, selling an estimated $4.74K and leaving 3,521 shares worth $1.79M. The position accounts for 0.1% of the portfolio, ranked #95.

RMR Wealth Builders first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.29M in Q4 2021. 947 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

RMR Wealth Builders held 3,521 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.79M as of Q3 2026.
RMR Wealth Builders sold 9 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $4.74K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of RMR Wealth Builders's portfolio in Q3 2026, its #95 holding.
RMR Wealth Builders first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
RMR Wealth Builders's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.29M in Q4 2021.
947 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.