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

Abound Wealth Management’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	$131K	Hold	250	–	–	0.03%	134
2026 Q1	$116K	Hold	250	–	–	0.03%	139
2025 Q4	$120K	Sell	250 -16	-6%	-$7.57K	0.03%	121
2025 Q3	$124K	Buy	266 +23	+9%	+$10.4K	0.03%	115
2025 Q2	$107K	Hold	243	–	–	0.03%	119
2025 Q1	$102K	Sell	243 -8	-3%	-$3.46K	0.03%	114
2024 Q4	$107K	Buy	251 +8	+3%	+$3.46K	0.03%	101
2024 Q3	$103K	Sell	243 -8	-3%	-$3.25K	0.03%	103
2024 Q2	$98.1K	Sell	251 -41	-14%	-$15.9K	0.04%	95
2024 Q1	$116K	Sell	292 -19	-6%	-$7.32K	0.04%	85
2023 Q4	$117K	Buy	311 +61	+24%	+$21.3K	0.05%	78
2023 Q3	$83.9K	Hold	250	–	–	0.04%	91
2023 Q2	$86.1K	Hold	250	–	–	0.04%	88
2023 Q1	$83.2K	Hold	250	–	–	0.04%	89
2022 Q4	$82.8K	Buy	250 +19	+8%	+$6.18K	0.04%	75
2022 Q3	$66.3K	Buy	+231	New	+$73.4K	0.04%	91

Other funds holding DIA

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

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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return