BRWA
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B. Riley Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

B. Riley Wealth Advisors’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 		$1.93M Sell
3,706
-54
-1% -$27K 0.11% 186
2026
Q1 		$1.7M Sell
3,760
-1,454
-28% -$704K 0.11% 186
2025
Q4 		$2.51M Sell
5,214
-227
-4% -$107K 0.12% 176
2025
Q3 		$2.52M Sell
5,441
-814
-13% -$367K 0.12% 171
2025
Q2 		$2.76M Buy
+6,255
New +$2.6M 0.13% 162
2024
Q4 		$4.51M Sell
10,557
-1,386
-12% -$600K 0.15% 149
2024
Q3 		$5.06M Sell
11,943
-998
-8% -$405K 0.14% 157
2024
Q2 		$5.07M Sell
12,941
-3,297
-20% -$1.28M 0.13% 163
2024
Q1 		$5.45M Buy
16,238
+951
+6% +$366K 0.15% 149
2023
Q4 		$5.77M Sell
15,287
-951
-6% -$332K 0.16% 147
2023
Q3 		$5.45M Buy
16,238
+523
+3% +$181K 0.15% 149
2023
Q2 		$5.42M Sell
15,715
-5,438
-26% -$1.83M 0.12% 173
2023
Q1 		$7.05M Buy
21,153
+520
+3% +$173K 0.19% 121
2022
Q4 		$6.85M Buy
20,633
+1,398
+7% +$454K 0.19% 124
2022
Q3 		$5.53M Buy
19,235
+13,923
+262% +$4.43M 0.17% 137
2022
Q2 		$1.64M Sell
5,312
-578
-10% -$189K 0.07% 286
2022
Q1 		$2.04M Sell
5,890
-1,039
-15% -$360K 0.07% 299
2021
Q4 		$2.52M Sell
6,929
-561
-7% -$199K 0.07% 295
2021
Q3 		$2.53M Buy
7,490
+1,405
+23% +$491K 0.08% 279
2021
Q2 		$2.1M Sell
6,085
-3,036
-33% -$1.04M 0.07% 321
2021
Q1 		$3.01M Buy
9,121
+3,123
+52% +$986K 0.11% 213
2020
Q4 		$1.83M Sell
5,998
-700
-10% -$204K 0.1% 216
2020
Q3 		$1.85M Sell
6,698
-2,908
-30% -$794K 0.1% 212
2020
Q2 		$2.48M Buy
9,606
+354
+4% +$87.1K 0.17% 143
2020
Q1 		$2.03M Buy
9,252
+4,176
+82% +$1.11M 0.17% 137
2019
Q4 		$1.45M Buy
5,076
+174
+4% +$47.9K 0.12% 187
2019
Q3 		$1.32M Buy
4,902
+716
+17% +$191K 0.13% 174
2019
Q2 		$1.11M Sell
4,186
-248
-6% -$64.7K 0.12% 188
2019
Q1 		$1.15M Buy
4,434
+539
+14% +$136K 0.14% 162
2018
Q4 		$909K Sell
3,895
-194
-5% -$48.4K 0.13% 169
2018
Q3 		$1.08M Sell
4,089
-1,716
-30% -$439K 0.13% 174
2018
Q2 		$1.41M Sell
5,805
-268
-4% -$65.8K 0.19% 131
2018
Q1 		$1.47M Buy
6,073
+4,263
+236% +$1.07M 0.21% 119
2017
Q4 		$448K Buy
1,810
+175
+11% +$41.5K 0.06% 341
2017
Q3 		$366K Sell
1,635
-110
-6% -$24.1K 0.06% 331
2017
Q2 		$372K Sell
1,745
-346
-17% -$72.6K 0.07% 313
2017
Q1 		$432K Sell
2,091
-151
-7% -$30.8K 0.09% 262
2016
Q4 		$443K Sell
2,242
-372
-14% -$70.1K 0.09% 252
2016
Q3 		$478K Sell
2,614
-24
-0.9% -$4.41K 0.09% 275
2016
Q2 		$473K Sell
2,638
-328
-11% -$58.2K 0.09% 263
2016
Q1 		$524K Sell
2,966
-365
-11% -$60.8K 0.12% 213
2015
Q4 		$580K Buy
3,331
+193
+6% +$33.7K 0.12% 209
2015
Q3 		$512K Buy
3,138
+1,377
+78% +$235K 0.12% 227
2015
Q2 		$311K Sell
1,761
-660
-27% -$119K 0.08% 320
2015
Q1 		$430K Buy
2,421
+979
+68% +$174K 0.1% 258
2014
Q4 		$256 Buy
1,442
+202
+16% +$35K 0.01% 1235
2014
Q3 		$211K Sell
1,240
-218
-15% -$36.9K 0.05% 494
2014
Q2 		$245K Buy
1,458
+236
+19% +$39.1K 0.06% 382
2014
Q1 		$201K Sell
1,222
-25
-2% -$4.04K 0.06% 387
2013
Q4 		$206K Buy
+1,247
New +$196K 0.07% 335
2013
Q3 		– Sell
-1,235
Closed -$183K – 684
2013
Q2 		$183K Buy
+1,235
New +$184K 0.06% 363

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