Rockingstone Advisors
DIA icon

Rockingstone Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Rockingstone Advisors’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 		$280K Hold
550
– – 0.11% 96
2026
Q2 		$287K Hold
550
– – 0.12% 99
2026
Q1 		$255K Hold
550
– – 0.12% 102
2025
Q4 		$264K Buy
+550
New +$260K 0.12% 101

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Truist Financial
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rockingstone Advisors's DIA Position: Q3 2026 in Review

Rockingstone Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 550 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #96.

Rockingstone Advisors first reported a position in DIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $287K in Q2 2026. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Rockingstone Advisors held 550 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $280K as of Q3 2026.
  • Rockingstone Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Rockingstone Advisors's portfolio in Q3 2026, its #96 holding.
  • Rockingstone Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 4 quarters since.
  • Rockingstone Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $287K in Q2 2026.
  • 907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.