St. Clair Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

St. Clair Advisors’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	$2.91M	Sell	5,719 -150	-3%	-$79K	0.72%	26
2026 Q2	$3.07M	Hold	5,869	–	–	0.79%	25
2026 Q1	$2.72M	Hold	5,869	–	–	0.72%	31
2025 Q4	$2.82M	Hold	5,869	–	–	0.73%	27
2025 Q3	$2.72M	Hold	5,869	–	–	0.72%	27
2025 Q2	$2.59M	Hold	5,869	–	–	0.68%	28
2025 Q1	$2.46M	Hold	5,869	–	–	0.69%	28
2024 Q4	$2.5M	Sell	5,869 -82	-1%	-$35.5K	0.72%	27
2024 Q3	$2.52M	Hold	5,951	–	–	0.72%	25
2024 Q2	$2.33M	Hold	5,951	–	–	0.74%	25
2024 Q1	$2.37M	Hold	5,951	–	–	0.77%	24
2023 Q4	$2.24M	Hold	5,951	–	–	0.77%	24
2023 Q3	$1.99M	Hold	5,951	–	–	0.79%	24
2023 Q2	$2.05M	Hold	5,951	–	–	0.8%	21
2023 Q1	$1.98M	Hold	5,951	–	–	0.86%	20
2022 Q4	$1.97M	Hold	5,951	–	–	1.24%	14
2022 Q3	$1.71M	Hold	5,951	–	–	1.37%	13
2022 Q2	$1.83M	Hold	5,951	–	–	1.48%	13
2022 Q1	$2.06M	Hold	5,951	–	–	1.4%	13
2021 Q4	$2.16M	Sell	5,951 -170	-3%	-$60.4K	1.24%	16
2021 Q3	$2.07M	Hold	6,121	–	–	1.43%	13
2021 Q2	$2.11M	Sell	6,121 -1,464	-19%	-$500K	1.58%	12
2021 Q1	$2.5M	Hold	7,585	–	–	2%	11
2020 Q4	$2.32M	Buy	+7,585	New	+$2.21M	2.19%	8

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 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

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

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

St. Clair Advisors's DIA Position: Q3 2026 in Review

St. Clair Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q3 2026, selling an estimated $79K and leaving 5,719 shares worth $2.91M. The position accounts for 0.72% of the portfolio, ranked #26.

St. Clair Advisors first reported a position in DIA in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.07M in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

St. Clair Advisors held 5,719 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.91M as of Q3 2026.
St. Clair Advisors sold 150 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $79K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.72% of St. Clair Advisors's portfolio in Q3 2026, its #26 holding.
St. Clair Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 24 quarters since.
St. Clair Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.07M in Q2 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.