Bangor Savings Bank’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bangor Savings Bank’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	$180K	Hold	345	–	–	0.01%	212
2026 Q1	$160K	Hold	345	–	–	0.01%	211
2025 Q4	$166K	Hold	345	–	–	0.01%	212
2025 Q3	$160K	Hold	345	–	–	0.01%	214
2025 Q2	$152K	Hold	345	–	–	0.01%	216
2025 Q1	$145K	Hold	345	–	–	0.01%	214
2024 Q4	$147K	Hold	345	–	–	0.01%	216
2024 Q3	$146K	Hold	345	–	–	0.01%	218
2024 Q2	$135K	Buy	345 +135	+64%	+$52.4K	0.01%	220
2024 Q1	$83.5K	Hold	210	–	–	0.01%	256
2023 Q4	$79.1K	Hold	210	–	–	0.01%	260
2023 Q3	$70.3K	Hold	210	–	–	0.01%	271
2023 Q2	$72.2K	Hold	210	–	–	0.01%	271
2023 Q1	$69.8K	Hold	210	–	–	0.01%	267
2022 Q4	$70K	Hold	210	–	–	0.01%	264
2022 Q3	$60K	Hold	210	–	–	0.01%	274
2022 Q2	$65K	Buy	+210	New	+$68.7K	0.01%	272

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