Trifecta Capital Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Trifecta Capital Advisors’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	$183K	Hold	360	–	–	0.02%	121
2026 Q2	$188K	Hold	360	–	–	0.02%	116
2026 Q1	$167K	Hold	360	–	–	0.03%	119
2025 Q4	$173K	Hold	360	–	–	0.03%	115
2025 Q3	$167K	Sell	360 -50	-12%	-$22.5K	0.03%	119
2025 Q2	$181K	Hold	410	–	–	0.03%	106
2025 Q1	$172K	Hold	410	–	–	0.04%	82
2024 Q4	$174K	Sell	410 -7	-2%	-$3.03K	0.03%	88
2024 Q3	$176K	Hold	417	–	–	0.04%	83
2024 Q2	$163K	Hold	417	–	–	0.04%	84
2024 Q1	$166K	Hold	417	–	–	0.04%	84
2023 Q4	$157K	Hold	417	–	–	0.04%	88
2023 Q3	$140K	Hold	417	–	–	0.04%	91
2023 Q2	$143K	Hold	417	–	–	0.05%	94
2023 Q1	$139K	Hold	417	–	–	0.05%	96
2022 Q4	$138K	Buy	+417	New	+$136K	0.06%	98

Other funds holding DIA

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 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

Trifecta Capital Advisors's DIA Position: Q3 2026 in Review

Trifecta Capital Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 360 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #121.

Trifecta Capital Advisors first reported a position in DIA in Q4 2022 and has held it in 16 quarters since. The position peaked at $188K in Q2 2026. 658 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Trifecta Capital Advisors held 360 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $183K as of Q3 2026.
Trifecta Capital Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Trifecta Capital Advisors's portfolio in Q3 2026, its #121 holding.
Trifecta Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $188K in Q2 2026.
658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.