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

Arlington Trust’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	$83.6K	Buy	+160	New	+$79.9K	0.01%	207
2025 Q4	–	Sell	-57	Closed	-$26.4K	–	486
2025 Q3	$26.4K	Hold	57	–	–	﹤0.01%	420
2025 Q2	$25.1K	Hold	57	–	–	﹤0.01%	422
2025 Q1	$23.9K	Hold	57	–	–	0.01%	438
2024 Q4	$24.3K	Hold	57	–	–	0.01%	411
2024 Q3	$24.1K	Hold	57	–	–	0.01%	397
2024 Q2	$22.3K	Buy	+57	New	+$22.1K	0.01%	396

Other funds holding DIA

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $3.86B AUM 48.92% 1-Year Est. Return

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

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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