Steel Grove Capital Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Steel Grove Capital 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	$43M	Hold	84,570	–	–	3.83%	5
2026 Q2	$44.2M	Hold	84,570	–	–	4.12%	5
2026 Q1	$39.2M	Hold	84,570	–	–	4.13%	5
2025 Q4	$40.6M	Hold	84,570	–	–	4.22%	5
2025 Q3	$37.3M	Hold	84,570	–	–	4.42%	5
2025 Q2	$37.3M	Hold	84,570	–	–	4.42%	5
2025 Q1	$35.5M	Hold	84,570	–	–	5.38%	4
2024 Q4	$36M	Buy	84,570 +2	+0%	+$866	4.94%	4
2024 Q3	$35.8M	Hold	84,568	–	–	5.02%	4
2024 Q2	$33.1M	Hold	84,568	–	–	4.57%	4
2024 Q1	$33.6M	Sell	84,568 -22,445	-21%	-$8.65M	4.48%	4
2023 Q4	$40.3M	Hold	107,013	–	–	5.45%	3
2023 Q3	$35.8M	Hold	107,013	–	–	4.79%	3
2023 Q2	$36.8M	Hold	107,013	–	–	4.63%	3
2023 Q1	$35.6M	Sell	107,013 -39	-0%	-$13K	4.75%	3
2022 Q4	$35.5M	Hold	107,052	–	–	5.04%	3
2022 Q3	$30.8M	Sell	107,052 -1,271	-1%	-$404K	5.46%	3
2022 Q2	$33.3M	Sell	108,323 -12,850	-11%	-$4.2M	6.1%	3
2022 Q1	$42M	Sell	121,173 -6	-0%	-$2.08K	6.59%	3
2021 Q4	$44M	Hold	121,179	–	–	8.7%	3
2021 Q3	$41M	Buy	121,179 +5,731	+5%	+$2M	9.31%	3
2021 Q2	$39.8M	Buy	115,448 +24,659	+27%	+$8.42M	10.91%	2
2021 Q1	$30M	Sell	90,789 -40,096	-31%	-$12.7M	9.79%	2
2020 Q4	$40M	Buy	130,885 +28,015	+27%	+$8.15M	13.07%	2
2020 Q3	$28.5M	Sell	102,870 -10,849	-10%	-$2.96M	11.62%	2
2020 Q2	$29.3M	Buy	113,719 +109,144	+2,386%	+$26.8M	13.15%	2
2020 Q1	$1M	Buy	+4,575	New	+$1.22M	0.65%	53

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

JBA

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

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steel Grove Capital Advisors's DIA Position: Q3 2026 in Review

Steel Grove Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 84,570 shares worth $43M. The position accounts for 3.83% of the portfolio, ranked #5.

Steel Grove Capital Advisors first reported a position in DIA in Q1 2020 and has held it in 27 quarters since. The position peaked at $44.2M in Q2 2026. 233 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Steel Grove Capital Advisors held 84,570 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $43M as of Q3 2026.
Steel Grove Capital Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.83% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #5 holding.
Steel Grove Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 27 quarters since.
Steel Grove Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $44.2M in Q2 2026.
233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.