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

Toth Financial Advisory’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 Q3	$28.7K	Buy	56 +2	+4%	+$1.05K	﹤0.01%	459
2026 Q2	$28.4K	Buy	54 +1	+2%	+$499	﹤0.01%	459
2026 Q1	$24.7K	Buy	53 +1	+2%	+$484	﹤0.01%	460
2025 Q4	$25.2K	Hold	52	–	–	﹤0.01%	449
2025 Q3	$24.3K	Sell	52 -24	-32%	-$10.8K	﹤0.01%	448
2025 Q2	$33.7K	Sell	76 -50	-40%	-$20.7K	﹤0.01%	368
2025 Q1	$53.1K	Sell	126 -24	-16%	-$10.4K	0.01%	288
2024 Q4	$64K	Sell	150 -24	-14%	-$10.4K	0.01%	272
2024 Q3	$73.8K	Buy	174 +1	+0.6%	+$406	0.01%	255
2024 Q2	$67.8K	Buy	173 +23	+15%	+$8.93K	0.01%	265
2024 Q1	$59.8K	Hold	150	–	–	0.01%	271
2023 Q4	$56.7K	Hold	150	–	–	0.01%	280
2023 Q3	$50.4K	Hold	150	–	–	0.01%	271
2023 Q2	$51.7K	Hold	150	–	–	0.01%	266
2023 Q1	$50K	Hold	150	–	–	0.01%	274
2022 Q4	$49.8K	Hold	150	–	–	0.01%	275
2022 Q3	$43K	Hold	150	–	–	0.01%	283
2022 Q2	$46K	Sell	150 -30	-17%	-$9.8K	0.01%	277
2022 Q1	$63K	Buy	180 +30	+20%	+$10.4K	0.01%	265
2021 Q4	$55K	Sell	150 -50	-25%	-$17.8K	0.01%	291
2021 Q3	$68K	Hold	200	–	–	0.01%	274
2021 Q2	$69K	Buy	200 +190	+1,900%	+$64.9K	0.01%	252
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	544
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	490
2020 Q3	$3K	Sell	10 -10	-50%	-$2.73K	﹤0.01%	453
2020 Q2	$5K	Hold	20	–	–	﹤0.01%	406
2020 Q1	$4K	Buy	+20	New	+$5.31K	﹤0.01%	344

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Toth Financial Advisory's DIA Position: Q3 2026 in Review

Toth Financial Advisory increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.7% in Q3 2026, buying an estimated $1.05K and bringing the position to 56 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Toth Financial Advisory first reported a position in DIA in Q1 2020 and has held it in 27 quarters since. The position peaked at $73.8K in Q3 2024. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Toth Financial Advisory held 56 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $28.7K as of Q3 2026.
Toth Financial Advisory bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #459 holding.
Toth Financial Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 27 quarters since.
Toth Financial Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $73.8K in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.