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Unique Wealth Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Unique Wealth Strategies’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
2025
Q4 		– Sell
-100
Closed -$46.4K – 226
2025
Q3 		$46.4K Buy
+100
New +$45.1K 0.02% 210

Other funds holding DIA

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Unique Wealth Strategies's DIA Position: Q2 2026 in Review

Unique Wealth Strategies increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.36% in Q2 2026, buying an estimated $1.5K and bringing the position to 840 shares worth $439K. The position accounts for 0.16% of the portfolio, ranked #162.

Unique Wealth Strategies first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 278 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Unique Wealth Strategies held 840 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $439K as of Q2 2026.
  • Unique Wealth Strategies bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Unique Wealth Strategies's portfolio in Q2 2026, its #162 holding.
  • Unique Wealth Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.