Shared Vision Wealth Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
Other funds holding DIA
Shared Vision Wealth Group's DIA Position: Q1 2026 in Review
Shared Vision Wealth Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 78% in Q1 2026, buying an estimated $206K and bringing the position to 971 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #64.
Shared Vision Wealth Group first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Shared Vision Wealth Group held 971 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $450K as of Q1 2026.
- Shared Vision Wealth Group bought 426 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $206K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Shared Vision Wealth Group's portfolio in Q1 2026, its #64 holding.
- Shared Vision Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 3 quarters since.
- 1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.