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

Wealth Enhancement Advisory Services’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	$39.4M	Buy	78,741 +12,473	+19%	+$6.57M	0.06%	287
2026 Q2	$34M	Buy	66,268 +263	+0.4%	+$131K	0.06%	290
2026 Q1	$30.1M	Sell	66,005 -33,152	-33%	-$16.1M	0.06%	284
2025 Q4	$49.1M	Sell	99,157 -14,196	-13%	-$6.72M	0.07%	257
2025 Q3	$52.8M	Sell	113,353 -3,243	-3%	-$1.46M	0.08%	233
2025 Q2	$52.2M	Buy	116,596 +9,100	+8%	+$3.78M	0.09%	222
2025 Q1	$45.1M	Buy	107,496 +6,065	+6%	+$2.62M	0.09%	224
2024 Q4	$43.2M	Buy	101,431 +2,751	+3%	+$1.19M	0.08%	226
2024 Q3	$41.8M	Sell	98,680 -1,391	-1%	-$565K	0.09%	219
2024 Q2	$39.1M	Buy	100,071 +63,003	+170%	+$24.5M	0.09%	211
2024 Q1	$14.7M	Sell	37,068 -1,218	-3%	-$469K	0.04%	380
2023 Q4	$14.4M	Sell	38,286 -5,244	-12%	-$1.83M	0.04%	362
2023 Q3	$14.6M	Buy	43,530 +42,784	+5,735%	+$14.8M	0.05%	331
2023 Q2	$257K	Buy	746 +14	+2%	+$4.71K	﹤0.01%	456
2023 Q1	$243K	Buy	+732	New	+$243K	﹤0.01%	477

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's DIA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 19% in Q3 2026, buying an estimated $6.57M and bringing the position to 78,741 shares worth $39.4M. The position accounts for 0.06% of the portfolio, ranked #287.

Wealth Enhancement Advisory Services first reported a position in DIA in Q1 2023 and has held it in 15 quarters since. The position peaked at $52.8M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Wealth Enhancement Advisory Services held 78,741 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $39.4M as of Q3 2026.
Wealth Enhancement Advisory Services bought 12,473 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $6.57M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #287 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $52.8M in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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