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 Q3	$346K	Buy	681 +2	+0.3%	+$1.05K	0.25%	61
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Sherman Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.29% in Q3 2026, buying an estimated $1.05K and bringing the position to 681 shares worth $346K. The position accounts for 0.25% of the portfolio, ranked #61.

Sherman Wealth Management first reported a position in DIA in Q4 2025 and has held it in 4 quarters since. The position peaked at $354K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Sherman Wealth Management held 681 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $346K as of Q3 2026.
Sherman Wealth Management bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Sherman Wealth Management's portfolio in Q3 2026, its #61 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 4 quarters since.
Sherman Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $354K in Q2 2026.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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