Whitcomb & Hess’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Whitcomb & Hess’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	$268K	Hold	528	–	–	0.06%	52
2026 Q2	$276K	Sell	528 -69	-12%	-$34.5K	0.06%	50
2026 Q1	$276K	Hold	597	–	–	0.06%	51
2025 Q4	$294K	Hold	597	–	–	0.07%	49
2025 Q3	$277K	Hold	597	–	–	0.07%	50
2025 Q2	$263K	Hold	597	–	–	0.07%	49
2025 Q1	$251K	Hold	597	–	–	0.08%	46
2024 Q4	$254K	Hold	597	–	–	0.08%	48
2024 Q3	$253K	Hold	597	–	–	0.08%	46
2024 Q2	$233K	Hold	597	–	–	0.07%	47
2024 Q1	$237K	Hold	597	–	–	0.08%	48
2023 Q4	$225K	Buy	+597	New	+$209K	0.08%	44

Other funds holding DIA

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

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Whitcomb & Hess's DIA Position: Q3 2026 in Review

Whitcomb & Hess held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 528 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #52.

Whitcomb & Hess first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $294K in Q4 2025. 820 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Whitcomb & Hess held 528 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $268K as of Q3 2026.
Whitcomb & Hess 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 0.06% of Whitcomb & Hess's portfolio in Q3 2026, its #52 holding.
Whitcomb & Hess first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 12 quarters since.
Whitcomb & Hess's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $294K in Q4 2025.
820 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.