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Team Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Team Financial Group’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 		– Sell
-500
Closed -$232K – 104
2026
Q1 		$232K Hold
500
– – 0.11% 45
2025
Q4 		$240K Buy
+500
New +$237K 0.11% 43

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Team Financial Group's DIA Position: Q2 2026 in Review

Team Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 500 shares — an estimated $232K sold.

Team Financial Group first reported a position in DIA in Q4 2025 and held it in 2 quarters. The position peaked at $240K in Q4 2025. 502 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Team Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $232K.
  • Team Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $240K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.