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

Sherman 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 Q2	$354K	Buy	679 +3	+0.4%	+$1.5K	0.27%	60
2026 Q1	$313K	Buy	676 +2	+0.3%	+$969	0.27%	58
2025 Q4	$324K	Buy	+674	New	+$319K	0.28%	59

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sherman Wealth Management's DIA Position: Q2 2026 in Review

Sherman Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.44% in Q2 2026, buying an estimated $1.5K and bringing the position to 679 shares worth $354K. The position accounts for 0.27% of the portfolio, ranked #60.

Sherman Wealth Management first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sherman Wealth Management held 679 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $354K as of Q2 2026.
Sherman Wealth Management bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.27% of Sherman Wealth Management's portfolio in Q2 2026, its #60 holding.
Sherman Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
1,045 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.