Ayalon Insurance Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ayalon Insurance Company’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	$263K	Sell	502 -6,713	-93%	-$3.35M	0.03%	64
2026 Q1	$3.35M	Hold	7,215	–	–	0.68%	30
2025 Q4	$3.47M	Hold	7,215	–	–	0.84%	28
2025 Q3	$3.35M	Sell	7,215 -3,296	-31%	-$1.49M	0.85%	30
2025 Q2	$4.64M	Hold	10,511	–	–	1.34%	21
2025 Q1	$4.42M	Sell	10,511 -1,999	-16%	-$865K	1.43%	21
2024 Q4	$5.33M	Buy	12,510 +305	+2%	+$132K	1.65%	21
2024 Q3	$5.18M	Buy	12,205 +122	+1%	+$49.6K	1.61%	21
2024 Q2	$4.73M	Sell	12,083 -130	-1%	-$50.5K	1.56%	19
2024 Q1	$4.87M	Buy	12,213 +7,856	+180%	+$3.03M	1.62%	18
2023 Q4	$1.64M	Buy	+4,357	New	+$1.52M	0.6%	44
2023 Q2	–	Sell	-2,378	Closed	-$792K	–	91
2023 Q1	$792K	Sell	2,378 -2,601	-52%	-$864K	0.34%	56
2022 Q4	$1.65M	Sell	4,979 -3,146	-39%	-$1.02M	0.78%	33
2022 Q3	$2.34M	Buy	+8,125	New	+$2.58M	1.1%	27
2022 Q2	–	Sell	-2,185	Closed	-$715K	–	103
2022 Q1	$759K	Hold	2,185	–	–	0.26%	83
2021 Q4	$795K	Sell	2,185 -7,475	-77%	-$2.66M	0.27%	74
2021 Q3	$3.32M	Hold	9,660	–	–	1.2%	23
2021 Q2	$3.35M	Buy	9,660 +262	+3%	+$89.4K	1.11%	23
2021 Q1	$3.12M	Buy	9,398 +2,000	+27%	+$631K	1.22%	23
2020 Q4	$2.27M	Sell	7,398 -500	-6%	-$146K	1.03%	28
2020 Q3	$2.18M	Hold	7,898	–	–	1.2%	27
2020 Q2	$2.04M	Sell	7,898 -5,280	-40%	-$1.3M	1.18%	26
2020 Q1	$2.77M	Hold	13,178	–	–	2.05%	13
2019 Q4	$3.77M	Buy	13,178 +320	+2%	+$88.2K	2.27%	12
2019 Q3	$3.42M	Hold	12,858	–	–	2.31%	13
2019 Q2	$3.44M	Buy	12,858 +23	+0.2%	+$6K	2.32%	13
2019 Q1	$3.37M	Sell	12,835 -1,500	-10%	-$377K	2.43%	14
2018 Q4	$3.35M	Buy	14,335 +760	+6%	+$190K	2.7%	11
2018 Q3	$3.64M	Sell	13,575 -3,665	-21%	-$938K	2.91%	10
2018 Q2	$4.19M	Sell	17,240 -3,360	-16%	-$825K	3.51%	8
2018 Q1	$4.98M	Sell	20,600 -4,400	-18%	-$1.11M	4.15%	8
2017 Q4	$6.18M	Buy	+25,000	New	+$5.92M	5.04%	7
2016 Q3	–	Hold	0	–	–	–	81
2016 Q2	–	Hold	0	–	–	–	94
2016 Q1	–	Hold	0	–	–	–	108
2015 Q4	–	Hold	0	–	–	–	132
2015 Q3	–	Hold	0	–	–	–	141
2015 Q2	–	Hold	0	–	–	–	162
2015 Q1	–	Hold	0	–	–	–	176

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TAM

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HCA

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SDAM

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

PFS

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

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