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

Wealth Advisory Solutions’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 Q3	–	Sell	-440	Closed	-$230K	–	150
2026 Q2	$230K	Hold	440	–	–	0.05%	141
2026 Q1	$204K	Sell	440 -3	-0.7%	-$1.45K	0.05%	138
2025 Q4	$213K	Buy	+443	New	+$210K	0.05%	133

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Wealth Advisory Solutions's DIA Position: Q3 2026 in Review

Wealth Advisory Solutions sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 440 shares — an estimated $230K sold.

Wealth Advisory Solutions first reported a position in DIA in Q4 2025 and held it in 3 quarters. The position peaked at $230K in Q2 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Wealth Advisory Solutions reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
Wealth Advisory Solutions sold 440 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $230K.
Wealth Advisory Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and held it in 3 quarters.
Wealth Advisory Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $230K in Q2 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.