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

Valeo Financial 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
Q2 		$979K Sell
1,874
-69
-4% -$34.5K 0.02% 313
2026
Q1 		$900K Sell
1,943
-552
-22% -$267K 0.02% 290
2025
Q4 		$1.2M Sell
2,495
-47
-2% -$22.2K 0.03% 263
2025
Q3 		$1.18M Sell
2,542
-76
-3% -$34.3K 0.03% 264
2025
Q2 		$1.15M Buy
2,618
+713
+37% +$296K 0.03% 265
2025
Q1 		$800K Sell
1,905
-693
-27% -$300K 0.02% 308
2024
Q4 		$1.11M Buy
2,598
+90
+4% +$39K 0.03% 244
2024
Q3 		$1.06M Buy
2,508
+257
+11% +$104K 0.03% 253
2024
Q2 		$880K Hold
2,251
– – 0.03% 264
2024
Q1 		$865K Buy
2,251
+357
+19% +$138K 0.03% 262
2023
Q4 		$714K Sell
1,894
-85
-4% -$29.7K 0.03% 275
2023
Q3 		$663K Buy
1,979
+73
+4% +$25.3K 0.03% 272
2023
Q2 		$655K Sell
1,906
-357
-16% -$120K 0.03% 268
2023
Q1 		$753K Buy
2,263
+361
+19% +$120K 0.04% 256
2022
Q4 		$630K Buy
1,902
+1,142
+150% +$371K 0.03% 246
2022
Q3 		$218K Buy
+760
New +$242K 0.01% 424
2021
Q2 		– Sell
-526
Closed -$174K – 832
2021
Q1 		$174K Buy
526
+310
+144% +$97.9K 0.01% 478
2020
Q4 		$66K Buy
216
+130
+151% +$37.8K ﹤0.01% 687
2020
Q3 		$24K Buy
86
+53
+161% +$14.5K ﹤0.01% 875
2020
Q2 		$9K Hold
33
– – ﹤0.01% 1311
2020
Q1 		$8K Sell
33
-45
-58% -$12K ﹤0.01% 1161
2019
Q4 		$22K Sell
78
-307
-80% -$84.6K ﹤0.01% 897
2019
Q3 		$104K Buy
385
+7
+2% +$1.87K 0.01% 424
2019
Q2 		$100K Hold
378
– – 0.01% 436
2019
Q1 		$98K Hold
378
– – 0.01% 416
2018
Q4 		$88K Sell
378
-40
-10% -$9.98K 0.01% 403
2018
Q3 		$105K Buy
418
+40
+11% +$10.2K 0.01% 388
2018
Q2 		$95K Hold
378
– – 0.01% 402
2018
Q1 		$91K Sell
378
-2
-0.5% -$502 0.01% 385
2017
Q4 		$94K Buy
380
+105
+38% +$24.9K 0.02% 350
2017
Q3 		$62K Buy
+275
New +$60.2K 0.01% 371

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

Valeo Financial Advisors's DIA Position: Q2 2026 in Review

Valeo Financial Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.6% in Q2 2026, selling an estimated $34.5K and leaving 1,874 shares worth $979K. The position accounts for 0.02% of the portfolio, ranked #313.

Valeo Financial Advisors first reported a position in DIA in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.2M in Q4 2025. 267 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Valeo Financial Advisors held 1,874 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $979K as of Q2 2026.
  • Valeo Financial Advisors sold 69 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $34.5K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #313 holding.
  • Valeo Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.2M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.