Wedmont Private Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wedmont Private Capital’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	$363K	Hold	709	–	–	0.01%	696
2026 Q2	$373K	Hold	709	–	–	0.01%	661
2026 Q1	$340K	Buy	709 +13	+2%	+$6.3K	0.01%	623
2025 Q4	$341K	Sell	696 -26	-4%	-$12.3K	0.01%	605
2025 Q3	$336K	Sell	722 -40	-5%	-$18K	0.01%	589
2025 Q2	$339K	Sell	762 -21	-3%	-$8.71K	0.01%	534
2025 Q1	$314K	Buy	783 +1	+0.1%	+$432	0.02%	503
2024 Q4	$328K	Sell	782 -659	-46%	-$285K	0.02%	512
2024 Q3	$605K	Buy	1,441 +150	+12%	+$60.9K	0.03%	309
2024 Q2	$517K	Hold	1,291	–	–	0.03%	335
2024 Q1	$502K	Sell	1,291 -21	-2%	-$8.09K	0.04%	319
2023 Q4	$494K	Hold	1,312	–	–	0.04%	311
2023 Q3	$441K	Sell	1,312 -53	-4%	-$18.4K	0.04%	285
2023 Q2	$471K	Buy	+1,365	New	+$459K	0.05%	255

Other funds holding DIA

SDAM

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Wedmont Private Capital's DIA Position: Q3 2026 in Review

Wedmont Private Capital held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 709 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #696.

Wedmont Private Capital first reported a position in DIA in Q2 2023 and has held it in 14 quarters since. The position peaked at $605K in Q3 2024. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Wedmont Private Capital held 709 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $363K as of Q3 2026.
Wedmont Private Capital left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #696 holding.
Wedmont Private Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 14 quarters since.
Wedmont Private Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $605K in Q3 2024.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.