SBI Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

SBI Securities’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	$2.76M	Sell	5,418 -110	-2%	-$57.9K	0.06%	161
2026 Q2	$2.89M	Sell	5,528 -153	-3%	-$76.4K	0.07%	157
2026 Q1	$2.63M	Sell	5,681 -80	-1%	-$38.8K	0.07%	147
2025 Q4	$2.77M	Sell	5,761 -275	-5%	-$130K	0.07%	157
2025 Q3	$2.8M	Sell	6,036 -272	-4%	-$123K	0.07%	159
2025 Q2	$2.78M	Buy	6,308 +32	+0.5%	+$13.3K	0.08%	147
2025 Q1	$2.64M	Buy	6,276 +296	+5%	+$128K	0.09%	134
2024 Q4	$2.54M	Buy	+5,980	New	+$2.59M	0.08%	140

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

SBI Securities's DIA Position: Q3 2026 in Review

SBI Securities reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q3 2026, selling an estimated $57.9K and leaving 5,418 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #161.

SBI Securities first reported a position in DIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q2 2026. 423 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

SBI Securities held 5,418 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.76M as of Q3 2026.
SBI Securities sold 110 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $57.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of SBI Securities's portfolio in Q3 2026, its #161 holding.
SBI Securities 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.
SBI Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.89M in Q2 2026.
423 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.