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

Accel 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 		$223K Buy
+427
New +$213K 0.05% 273
2026
Q1 		– Sell
-478
Closed -$230K – 293
2025
Q4 		$230K Sell
478
-15
-3% -$7.1K 0.06% 249
2025
Q3 		$229K Buy
493
+1
+0.2% +$451 0.07% 245
2025
Q2 		$217K Sell
492
-114
-19% -$47.3K 0.07% 238
2025
Q1 		$255K Buy
606
+2
+0.3% +$865 0.09% 207
2024
Q4 		$257K Sell
604
-5
-0.8% -$2.16K 0.1% 202
2024
Q3 		$258K Buy
609
+4
+0.7% +$1.63K 0.1% 200
2024
Q2 		$237K Sell
605
-18
-3% -$6.99K 0.09% 196
2024
Q1 		$248K Buy
623
+68
+12% +$26.2K 0.11% 183
2023
Q4 		$209K Buy
+555
New +$194K 0.11% 178
2023
Q2 		– Sell
-222
Closed -$73.8K – 336
2023
Q1 		$73.8K Hold
222
– – 0.03% 390
2022
Q4 		$73.6K Hold
222
– – 0.04% 291
2022
Q3 		$67K Hold
222
– – 0.04% 315
2022
Q2 		$69K Hold
222
– – 0.04% 294
2022
Q1 		$77K Hold
222
– – 0.04% 288
2021
Q4 		$81K Hold
222
– – 0.04% 290
2021
Q3 		$75K Hold
222
– – 0.05% 263
2021
Q2 		$77K Hold
222
– – 0.05% 267
2021
Q1 		$73K Buy
222
+150
+208% +$47.3K 0.06% 259
2020
Q4 		$22K Buy
+72
New +$21K 0.02% 463

Other funds holding DIA

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return