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

Smith Asset 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	$1.24M	Buy	2,443 +1,368	+127%	+$720K	1.01%	32
2026 Q2	$562K	Buy	+1,075	New	+$537K	0.44%	53

Other funds holding DIA

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

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Smith Asset Management's DIA Position: Q3 2026 in Review

Smith Asset Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 127% in Q3 2026, buying an estimated $720K and bringing the position to 2,443 shares worth $1.24M. The position accounts for 1.01% of the portfolio, ranked #32.

Smith Asset Management first reported a position in DIA in Q2 2026 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Smith Asset Management held 2,443 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.24M as of Q3 2026.
Smith Asset Management bought 1,368 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $720K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.01% of Smith Asset Management's portfolio in Q3 2026, its #32 holding.
Smith Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026 and has held it in 2 quarters since.
366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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