BCA
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Bay Colony Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bay Colony 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 		$1.41M Buy
2,696
+6
+0.2% +$3K 0.16% 126
2026
Q1 		$1.25M Sell
2,690
-25
-0.9% -$12.1K 0.15% 137
2025
Q4 		$1.3M Buy
2,715
+62
+2% +$29.3K 0.16% 125
2025
Q3 		$1.23M Sell
2,653
-22
-0.8% -$9.92K 0.15% 134
2025
Q2 		$1.18M Sell
2,675
-81
-3% -$33.6K 0.16% 124
2025
Q1 		$1.15M Buy
2,756
+6
+0.2% +$2.6K 0.17% 126
2024
Q4 		$1.17M Buy
2,750
+2
+0.1% +$866 0.17% 123
2024
Q3 		$1.16M Buy
2,748
+102
+4% +$41.4K 0.18% 132
2024
Q2 		$1.04M Buy
2,646
+54
+2% +$21K 0.17% 127
2024
Q1 		$1.03M Buy
2,592
+17
+0.7% +$6.55K 0.18% 124
2023
Q4 		$970K Sell
2,575
-1,333
-34% -$466K 0.19% 121
2023
Q3 		$1.31M Buy
+3,908
New +$1.36M 0.31% 76
2020
Q1 		– Sell
-984
Closed -$287K – 189
2019
Q4 		$287K Sell
984
-149
-13% -$41.1K 0.19% 180
2019
Q3 		$305K Buy
1,133
+1
+0.1% +$267 0.21% 171
2019
Q2 		$301K Buy
1,132
+16
+1% +$4.18K 0.19% 142
2019
Q1 		$287K Hold
1,116
– – 0.19% 147
2018
Q4 		$260K Sell
1,116
-464
-29% -$116K 0.22% 121
2018
Q3 		$418K Buy
1,580
+20
+1% +$5.12K 0.32% 95
2018
Q2 		$379K Buy
+1,560
New +$383K 0.27% 94

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