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

Arkfeld Wealth Strategies’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	$271K	Hold	511	–	–	0.08%	99
2026 Q1	$248K	Buy	511 +2	+0.4%	+$969	0.08%	101
2025 Q4	$250K	Buy	509 +2	+0.4%	+$946	0.09%	92
2025 Q3	$237K	Buy	507 +2	+0.4%	+$901	0.09%	98
2025 Q2	$224K	Buy	505 +1	+0.2%	+$415	0.09%	97
2025 Q1	$205K	Buy	504 +1	+0.2%	+$432	0.09%	92
2024 Q4	$213K	Buy	503 +4	+0.8%	+$1.73K	0.1%	87
2024 Q3	$211K	Buy	+499	New	+$203K	0.1%	86

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