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

Selective 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	$937K	Buy	1,797 +1	+0.1%	+$526	0.22%	50
2026 Q2	$936K	Hold	1,796	–	–	0.25%	45
2026 Q1	$877K	Sell	1,796 -394	-18%	-$191K	0.26%	45
2025 Q4	$1.08M	Buy	2,190 +2	+0.1%	+$946	0.34%	37
2025 Q3	$1.02M	Hold	2,188	–	–	0.33%	38
2025 Q2	$972K	Buy	2,188 +1	+0%	+$415	0.36%	35
2025 Q1	$879K	Sell	2,187 -36	-2%	-$15.6K	0.38%	39
2024 Q4	$945K	Buy	2,223 +58	+3%	+$25.1K	0.38%	38
2024 Q3	$911K	Hold	2,165	–	–	0.38%	38
2024 Q2	$851K	Buy	2,165 +1	+0%	+$388	0.37%	41
2024 Q1	$832K	Buy	2,164 +1	+0%	+$385	0.36%	39
2023 Q4	$810K	Sell	2,163 -107	-5%	-$37.4K	0.41%	33
2023 Q3	$751K	Buy	2,270 +112	+5%	+$38.8K	0.41%	33
2023 Q2	$733K	Buy	+2,158	New	+$726K	0.37%	37
2022 Q4	$683K	Sell	2,048 -386	-16%	-$125K	0.36%	42
2022 Q3	$699K	Sell	2,434 -105	-4%	-$33.4K	0.3%	49
2022 Q2	$782K	Buy	2,539 +905	+55%	+$296K	0.28%	55
2022 Q1	$567K	Sell	1,634 -141	-8%	-$48.9K	0.21%	57
2021 Q4	$645K	Buy	1,775 +1,675	+1,675%	+$595K	0.26%	50
2021 Q3	$34K	Buy	+100	New	+$34.9K	0.02%	303

Other funds holding DIA

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

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

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 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

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

Selective Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.06% in Q3 2026, buying an estimated $526 and bringing the position to 1,797 shares worth $937K. The position accounts for 0.22% of the portfolio, ranked #50.

Selective Wealth Management first reported a position in DIA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2025. 630 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Selective Wealth Management held 1,797 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $937K as of Q3 2026.
Selective Wealth Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q3 2026, an estimated $526.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of Selective Wealth Management's portfolio in Q3 2026, its #50 holding.
Selective Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and has held it in 20 quarters since.
Selective Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.08M in Q4 2025.
630 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.