AC
DIA icon

Apella Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Apella Capital’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 		$1.82M Sell
3,436
-40
-1% -$20K 0.03% 278
2026
Q1 		$1.72M Buy
3,476
+575
+20% +$279K 0.03% 279
2025
Q4 		$1.39M Buy
2,901
+80
+3% +$37.8K 0.03% 242
2025
Q3 		$1.3M Buy
2,821
+16
+0.6% +$7.21K 0.03% 220
2025
Q2 		$1.25M Buy
2,805
+1,823
+186% +$756K 0.03% 200
2025
Q1 		$399K Buy
982
+102
+12% +$44.1K 0.01% 274
2024
Q4 		$374K Buy
880
+47
+6% +$20.3K 0.01% 255
2024
Q3 		$351K Hold
833
– – 0.01% 251
2024
Q2 		$327K Hold
833
– – 0.01% 249
2024
Q1 		$324K Hold
833
– – 0.02% 235
2023
Q4 		$312K Hold
833
– – 0.02% 236
2023
Q3 		$279K Hold
833
– – 0.02% 226
2023
Q2 		$286K Buy
+833
New +$280K 0.02% 217
2022
Q4 		$365K Buy
1,101
+51
+5% +$16.6K 0.03% 173
2022
Q3 		$302K Hold
1,050
– – 0.04% 173
2022
Q2 		$323K Buy
1,050
+447
+74% +$146K 0.04% 173
2022
Q1 		$209K Buy
+603
New +$209K 0.03% 199

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SDAM
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SW
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GG
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PFS
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MA
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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
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return