ZWJ Investment Counsel
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ZWJ Investment Counsel’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

ZWJ Investment Counsel’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 		$1.28M Hold
2,517
– – 0.04% 127
2026
Q2 		$1.31M Hold
2,517
– – 0.04% 120
2026
Q1 		$1.17M Buy
2,517
+1,987
+375% +$963K 0.04% 112
2025
Q4 		$255K Sell
530
-2,064
-80% -$976K 0.01% 189
2025
Q3 		$1.2M Sell
2,594
-25
-1% -$11.3K 0.04% 109
2025
Q2 		$1.15M Buy
2,619
+11
+0.4% +$4.57K 0.04% 108
2025
Q1 		$1.1M Sell
2,608
-59
-2% -$25.5K 0.04% 115
2024
Q4 		$1.13M Buy
2,667
+10
+0.4% +$4.33K 0.05% 110
2024
Q3 		$1.12M Hold
2,657
– – 0.05% 113
2024
Q2 		$1.04M Buy
2,657
+70
+3% +$27.2K 0.05% 109
2024
Q1 		$1.03M Sell
2,587
-203
-7% -$78.2K 0.05% 111
2023
Q4 		$1.05M Buy
2,790
+2,045
+274% +$715K 0.05% 102
2023
Q3 		$250K Buy
745
+8
+1% +$2.77K 0.01% 170
2023
Q2 		$253K Sell
737
-420
-36% -$141K 0.01% 166
2023
Q1 		$385K Buy
1,157
+398
+52% +$132K 0.02% 145
2022
Q4 		$251K Sell
759
-190
-20% -$61.8K 0.01% 161
2022
Q3 		$273K Buy
949
+1
+0.1% +$318 0.02% 152
2022
Q2 		$292K Buy
+948
New +$310K 0.02% 156
2018
Q1 		– Sell
-1,166
Closed -$288K – 191
2017
Q4 		$288K Buy
1,166
+2
+0.2% +$474 0.02% 232
2017
Q3 		$261K Buy
1,164
+1
+0.1% +$219 0.02% 242
2017
Q2 		$248K Sell
1,163
-159
-12% -$33.4K 0.02% 259
2017
Q1 		$273K Buy
+1,322
New +$270K 0.02% 262

Other funds holding DIA

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SGCA
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
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ZWJ Investment Counsel's DIA Position: Q3 2026 in Review

ZWJ Investment Counsel held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 2,517 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #127.

ZWJ Investment Counsel first reported a position in DIA in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.31M in Q2 2026. 272 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • ZWJ Investment Counsel held 2,517 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.28M as of Q3 2026.
  • ZWJ Investment Counsel 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 0.04% of ZWJ Investment Counsel's portfolio in Q3 2026, its #127 holding.
  • ZWJ Investment Counsel first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2017 and has held it in 22 quarters since.
  • ZWJ Investment Counsel's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.31M in Q2 2026.
  • 272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.