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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
– -$185K – 665
2026
Q1 		– Hold
0
– – – 538

Other funds holding DIA

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
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
GG
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
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 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. 278 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.
  • 278 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.