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

Strategic Family Wealth Counselors’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 Q1	$267K	Hold	575	–	–	0.07%	138
2025 Q4	$279K	Sell	575 -294	-34%	-$139K	0.06%	178
2025 Q3	$403K	Buy	869 +1	+0.1%	+$451	0.1%	111
2025 Q2	$382K	Buy	868 +1	+0.1%	+$415	0.11%	107
2025 Q1	$364K	Buy	867 +2	+0.2%	+$865	0.12%	101
2024 Q4	$368K	Buy	865 +1	+0.1%	+$433	0.12%	100
2024 Q3	$366K	Buy	864 +1	+0.1%	+$406	0.13%	92
2024 Q2	$338K	Buy	863 +1	+0.1%	+$388	0.13%	86
2024 Q1	$343K	Buy	862 +1	+0.1%	+$385	0.14%	82
2023 Q4	$324K	Buy	861 +72	+9%	+$25.2K	0.14%	81
2023 Q3	$264K	Buy	789 +8	+1%	+$2.77K	0.13%	85
2023 Q2	$268K	Buy	781 +15	+2%	+$5.05K	0.12%	86
2023 Q1	$255K	Buy	766 +86	+13%	+$28.6K	0.12%	87
2022 Q4	$225K	Buy	+680	New	+$221K	0.11%	95

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strategic Family Wealth Counselors's DIA Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 575 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #138.

Strategic Family Wealth Counselors first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $403K in Q3 2025. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Strategic Family Wealth Counselors held 575 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $267K as of Q1 2026.
Strategic Family Wealth Counselors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #138 holding.
Strategic Family Wealth Counselors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
Strategic Family Wealth Counselors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $403K in Q3 2025.
1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.