World Equity Group
DIA icon

World Equity Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

World Equity Group’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 		– Sell
-1,290
Closed -$674K – 288
2026
Q2 		$674K Buy
1,290
+575
+80% +$287K 0.15% 153
2026
Q1 		$331K Sell
715
-9
-1% -$4.36K 0.09% 271
2025
Q4 		$348K Sell
724
-1
-0.1% -$473 0.1% 231
2025
Q3 		$336K Sell
725
-1,131
-61% -$510K 0.08% 251
2025
Q2 		$818K Buy
1,856
+1,179
+174% +$489K 0.22% 96
2025
Q1 		$284K Sell
677
-699
-51% -$302K 0.08% 234
2024
Q4 		$585K Buy
1,376
+683
+99% +$296K 0.13% 172
2024
Q3 		$293K Sell
693
-54
-7% -$21.9K 0.11% 183
2024
Q2 		$292K Buy
747
+35
+5% +$13.6K 0.09% 208
2024
Q1 		$283K Sell
712
-8
-1% -$3.08K 0.06% 251
2023
Q4 		$272K Buy
+720
New +$252K 0.05% 267
2022
Q2 		– Sell
-583
Closed -$202K – 351
2022
Q1 		$202K Buy
+583
New +$202K 0.04% 342

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

World Equity Group's DIA Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 1,290 shares — an estimated $674K sold.

World Equity Group first reported a position in DIA in Q1 2022 and held it in 12 quarters. The position peaked at $818K in Q2 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • World Equity Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 1,290 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $674K.
  • World Equity Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 12 quarters.
  • World Equity Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $818K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.