Twin Peaks 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
Q1
$108K Buy
+233
New +$113K 0.03% 276
2025
Q3
Sell
-40
Closed -$17.8K 658
2025
Q2
$17.8K Buy
+40
New +$16.6K 0.01% 645

Other funds holding DIA

Twin Peaks Wealth Advisors's DIA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 233 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DIA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DIA in Q2 2025 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 233 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $108K as of Q1 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.