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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$408K Hold
781
0.02% 303
2026
Q1
$362K Buy
+781
New +$378K 0.03% 283
2024
Q1
Sell
-479
Closed -$181K 358
2023
Q4
$181K Buy
+479
New +$167K 0.05% 154

Other funds holding DIA

Turtle Creek Wealth Advisors's DIA Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 781 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #303.

Turtle Creek Wealth Advisors first reported a position in DIA in Q4 2023 and has held it in 3 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Turtle Creek Wealth Advisors held 781 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $408K as of Q2 2026.
  • Turtle Creek Wealth Advisors left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #303 holding.
  • Turtle Creek Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 3 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.