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

Valued Wealth 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 		$47.7K Buy
+91
New +$45.4K 0.02% 113
2025
Q2 		– Sell
-30
Closed -$12.6K – 627
2025
Q1 		$12.6K Buy
+30
New +$13K 0.01% 203

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
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
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Valued Wealth Advisors's DIA Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 91 shares worth $47.7K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings. This is a return to the name: Valued Wealth Advisors previously reported a position in DIA as recently as Q1 2025.

Valued Wealth Advisors first reported a position in DIA in Q1 2025 and has held it in 2 quarters since. 502 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Valued Wealth Advisors held 91 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $47.7K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Valued Wealth Advisors position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Valued Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 2 quarters since.
  • 502 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.