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

Wisconsin Wealth Advisors’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 Q2	$265K	Buy	508 +3	+0.6%	+$1.5K	0.23%	82
2026 Q1	$234K	Hold	505	–	–	0.23%	80
2025 Q4	$243K	Buy	505 +1	+0.2%	+$473	0.24%	80
2025 Q3	$234K	Hold	504	–	–	0.22%	83
2025 Q2	$222K	Hold	504	–	–	0.26%	78
2025 Q1	$212K	Sell	504 -10	-2%	-$4.33K	0.3%	68
2024 Q4	$219K	Buy	+514	New	+$222K	0.32%	66

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wisconsin Wealth Advisors's DIA Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.59% in Q2 2026, buying an estimated $1.5K and bringing the position to 508 shares worth $265K. The position accounts for 0.23% of the portfolio, ranked #82.

Wisconsin Wealth Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wisconsin Wealth Advisors held 508 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $265K as of Q2 2026.
Wisconsin Wealth Advisors bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.23% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Wisconsin Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.