TA
DIA icon

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

TrueWealth 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 		$4.41M Buy
8,679
+276
+3% +$145K 0.99% 21
2026
Q2 		$4.39M Buy
8,403
+175
+2% +$87.4K 0.99% 19
2026
Q1 		$3.81M Buy
8,228
+407
+5% +$197K 0.96% 19
2025
Q4 		$3.76M Buy
7,821
+460
+6% +$218K 0.97% 23
2025
Q3 		$3.41M Buy
7,361
+94
+1% +$42.4K 0.92% 23
2025
Q2 		$3.2M Buy
7,267
+197
+3% +$81.7K 0.95% 21
2025
Q1 		$2.97M Buy
7,070
+106
+2% +$45.8K 0.97% 21
2024
Q4 		$2.96M Buy
6,964
+74
+1% +$32K 0.99% 21
2024
Q3 		$2.92M Buy
6,890
+144
+2% +$58.5K 0.97% 22
2024
Q2 		$2.64M Sell
6,746
-234
-3% -$90.8K 0.98% 21
2024
Q1 		$2.78M Sell
6,980
-154
-2% -$59.3K 1.07% 20
2023
Q4 		$2.69M Sell
7,134
-1,145
-14% -$400K 1.04% 18
2023
Q3 		$2.77M Sell
8,279
-1,010
-11% -$350K 1.17% 18
2023
Q2 		$3.19M Sell
9,289
-7,991
-46% -$2.69M 1.31% 19
2023
Q1 		$5.75M Sell
17,280
-11,963
-41% -$3.97M 2.41% 9
2022
Q4 		$9.7M Buy
29,243
+678
+2% +$220K 4.24% 5
2022
Q3 		$8.21M Sell
28,565
-1,421
-5% -$452K 3.89% 6
2022
Q2 		$9.23M Buy
29,986
+7,386
+33% +$2.42M 4.29% 3
2022
Q1 		$8.21M Hold
22,600
– – 3.69% 4
2021
Q4 		$8.21M Buy
22,600
+784
+4% +$279K 3.69% 4
2021
Q3 		$7.38M Buy
21,816
+386
+2% +$135K 4.15% 5
2021
Q2 		$7.39M Buy
21,430
+2,947
+16% +$1.01M 4.31% 6
2021
Q1 		$6.25M Buy
+18,483
New +$5.83M 4.06% 6

Other funds holding DIA

Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

TrueWealth Advisors's DIA Position: Q3 2026 in Review

TrueWealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.3% in Q3 2026, buying an estimated $145K and bringing the position to 8,679 shares worth $4.41M. The position accounts for 0.99% of the portfolio, ranked #21.

TrueWealth Advisors first reported a position in DIA in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.7M in Q4 2022. 658 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • TrueWealth Advisors held 8,679 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.41M as of Q3 2026.
  • TrueWealth Advisors bought 276 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $145K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.99% of TrueWealth Advisors's portfolio in Q3 2026, its #21 holding.
  • TrueWealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9.7M in Q4 2022.
  • 658 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.