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

TCFG Wealth Management’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	$219K	Buy	472 +1	+0.2%	+$484	0.08%	246
2025 Q4	$227K	Hold	471	–	–	0.09%	233
2025 Q3	$218K	Sell	471 -218	-32%	-$98.3K	0.09%	237
2025 Q2	$304K	Buy	689 +1	+0.1%	+$415	0.14%	193
2025 Q1	$289K	Sell	688 -307	-31%	-$133K	0.15%	174
2024 Q4	$423K	Buy	995 +3	+0.3%	+$1.3K	0.21%	118
2024 Q3	$420K	Buy	+992	New	+$403K	0.21%	115

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCFG Wealth Management's DIA Position: Q1 2026 in Review

TCFG Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.21% in Q1 2026, buying an estimated $484 and bringing the position to 472 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #246.

TCFG Wealth Management first reported a position in DIA in Q3 2024 and has held it in 7 quarters since. The position peaked at $423K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

TCFG Wealth Management held 472 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $219K as of Q1 2026.
TCFG Wealth Management bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #246 holding.
TCFG Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $423K in Q4 2024.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.