Wealth Quarterback
DIA icon

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

Wealth Quarterback’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 		$5.76M Buy
11,320
+2,381
+27% +$1.25M 1.75% 13
2026
Q2 		$4.67M Buy
8,939
+6,841
+326% +$3.42M 1.44% 14
2026
Q1 		$972K Sell
2,098
-167
-7% -$80.9K 0.38% 55
2025
Q4 		$1.09M Sell
2,265
-17,436
-89% -$8.25M 0.39% 46
2025
Q3 		$9.14M Buy
19,701
+570
+3% +$257K 3.53% 6
2025
Q2 		$8.43M Sell
19,131
-10,384
-35% -$4.31M 4% 4
2025
Q1 		$12.4M Sell
29,515
-7,321
-20% -$3.17M 6.97% 3
2024
Q4 		$15.7M Buy
36,836
+14,907
+68% +$6.45M 7.36% 2
2024
Q3 		$9.28M Buy
21,929
+544
+3% +$221K 4.83% 3
2024
Q2 		$8.36M Buy
21,385
+2,227
+12% +$865K 4.74% 4
2024
Q1 		$7.62M Buy
19,158
+931
+5% +$359K 4.26% 6
2023
Q4 		$6.87M Buy
18,227
+1,358
+8% +$475K 4.19% 3
2023
Q3 		$5.65M Sell
16,869
-14,222
-46% -$4.93M 4.89% 4
2023
Q2 		$10.7M Buy
31,091
+15,378
+98% +$5.18M 7.41% 2
2023
Q1 		$5.23M Buy
15,713
+175
+1% +$58.1K 4.44% 4
2022
Q4 		$5.15M Buy
15,538
+14,099
+980% +$4.58M 4.27% 4
2022
Q3 		$414K Sell
1,439
-394
-21% -$125K 0.44% 57
2022
Q2 		$564K Buy
+1,833
New +$599K 0.44% 48
2021
Q3 		$410K Buy
61,762
+53,200
+621% +$18.6M 0.27% 74
2021
Q2 		$2.95M Buy
+8,562
New +$2.92M 1.8% 11
2020
Q4 		$1.27M Buy
+4,157
New +$1.21M 1.06% 22

Other funds holding DIA

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Wealth Quarterback's DIA Position: Q3 2026 in Review

Wealth Quarterback increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 27% in Q3 2026, buying an estimated $1.25M and bringing the position to 11,320 shares worth $5.76M. The position accounts for 1.75% of the portfolio, ranked #13.

Wealth Quarterback first reported a position in DIA in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.7M in Q4 2024. 494 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Wealth Quarterback held 11,320 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.76M as of Q3 2026.
  • Wealth Quarterback bought 2,381 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.25M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.75% of Wealth Quarterback's portfolio in Q3 2026, its #13 holding.
  • Wealth Quarterback first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 21 quarters since.
  • Wealth Quarterback's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $15.7M in Q4 2024.
  • 494 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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