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

Spire 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	$1.36M	Sell	2,672 -1,729	-39%	-$910K	0.04%	337
2026 Q2	$2.3M	Sell	4,401 -178	-4%	-$88.9K	0.07%	252
2026 Q1	$2.12M	Buy	4,579 +225	+5%	+$109K	0.07%	247
2025 Q4	$2.09M	Sell	4,354 -490	-10%	-$232K	0.07%	243
2025 Q3	$2.25M	Buy	4,844 +267	+6%	+$120K	0.08%	212
2025 Q2	$2.02M	Sell	4,577 -3,006	-40%	-$1.25M	0.07%	224
2025 Q1	$3.18M	Sell	7,583 -6,353	-46%	-$2.75M	0.1%	180
2024 Q4	$5.93M	Buy	13,936 +6,485	+87%	+$2.81M	0.18%	115
2024 Q3	$3.15M	Buy	7,451 +257	+4%	+$104K	0.11%	159
2024 Q2	$2.81M	Sell	7,194 -111	-2%	-$43.1K	0.1%	184
2024 Q1	$2.91M	Buy	7,305 +247	+3%	+$95.2K	0.05%	202
2023 Q4	$2.67M	Sell	7,058 -4,847	-41%	-$1.69M	0.09%	198
2023 Q3	$3.99M	Buy	11,905 +4,865	+69%	+$1.69M	0.15%	149
2023 Q2	$2.42M	Sell	7,040 -14,844	-68%	-$5M	0.09%	208
2023 Q1	$7.28M	Buy	21,884 +10,942	+100%	+$3.64M	0.28%	76
2022 Q4	$3.63M	Buy	10,942 +1,448	+15%	+$471K	0.2%	109
2022 Q3	$2.73M	Sell	9,494 -11,704	-55%	-$3.72M	0.17%	119
2022 Q2	$6.52M	Sell	21,198 -891	-4%	-$291K	0.27%	96
2022 Q1	$7.66M	Buy	22,089 +14,444	+189%	+$5.01M	0.21%	122
2021 Q4	$2.78M	Buy	7,645 +604	+9%	+$215K	0.06%	262
2021 Q3	$2.38M	Sell	7,041 -489	-6%	-$171K	0.06%	256
2021 Q2	$2.6M	Buy	7,530 +667	+10%	+$228K	0.07%	246
2021 Q1	$1.83M	Buy	+6,863	New	+$2.17M	0.05%	300

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

Spire Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 39% in Q3 2026, selling an estimated $910K and leaving 2,672 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #337.

Spire Wealth Management first reported a position in DIA in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.66M in Q1 2022. 658 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Spire Wealth Management held 2,672 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.36M as of Q3 2026.
Spire Wealth Management sold 1,729 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $910K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Spire Wealth Management's portfolio in Q3 2026, its #337 holding.
Spire Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.66M in Q1 2022.
658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.