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

SteelPeak Wealth’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 Q2	–	Hold	0	–	–	–	600
2026 Q1	–	Hold	0	–	–	–	557
2025 Q4	–	Hold	0	–	–	–	413
2025 Q3	–	Hold	0	–	–	–	416
2025 Q2	–	Hold	0	–	–	–	383
2025 Q1	–	Hold	0	–	–	–	382
2024 Q4	–	Hold	0	–	–	–	360
2024 Q1	–	Hold	0	–	-$641K	–	493
2023 Q4	–	Hold	0	–	–	–	257
2023 Q3	–	Hold	0	–	–	–	170
2023 Q2	–	Hold	0	–	–	–	419
2020 Q3	–	Sell	-300	Closed	-$78K	–	303
2020 Q2	$78K	Sell	300 -100	-25%	-$24.6K	0.01%	249
2020 Q1	$88K	Buy	+400	New	+$106K	0.01%	224

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SAM

Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

SteelPeak Wealth's DIA Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 14% in Q2 2026, selling an estimated $4.33M and leaving 55,198 shares worth $28.9M. The position accounts for 0.75% of the portfolio, ranked #27.

SteelPeak Wealth first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.5M in Q4 2021. 312 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

SteelPeak Wealth held 55,198 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $28.9M as of Q2 2026.
SteelPeak Wealth sold 8,671 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.33M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.75% of SteelPeak Wealth's portfolio in Q2 2026, its #27 holding.
SteelPeak Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $34.5M in Q4 2021.
312 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.