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
2024 Q4	–	Sell	-10,500	Closed	-$55.3K	–	2990
2024 Q3	$55.3K	Buy	10,500 +10,400	+10,400%	+$4.23M	﹤0.01%	2614
2024 Q2	$579	Sell	100 -5,900	-98%	-$2.29M	﹤0.01%	2599
2024 Q1	$3.84K	Sell	6,000 -9,000	-60%	-$3.47M	﹤0.01%	2438
2023 Q4	$3.3K	Buy	+15,000	New	+$5.24M	﹤0.01%	2310

Other funds holding DIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Enhancement Advisory Services's DIA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.4% in Q2 2026, buying an estimated $131K and bringing the position to 66,268 shares worth $34M. The position accounts for 0.06% of the portfolio, ranked #290.

Wealth Enhancement Advisory Services first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $52.8M in Q3 2025. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wealth Enhancement Advisory Services held 66,268 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $34M as of Q2 2026.
Wealth Enhancement Advisory Services bought 263 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $131K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #290 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 14 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $52.8M in Q3 2025.
984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.