Chesley Taft & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Chesley Taft & Associates’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	$522K	Hold	1,000	–	–	0.02%	277
2026 Q1	$463K	Hold	1,000	–	–	0.02%	284
2025 Q4	$481K	Hold	1,000	–	–	0.02%	287
2025 Q3	$464K	Hold	1,000	–	–	0.02%	273
2025 Q2	$441K	Hold	1,000	–	–	0.02%	266
2025 Q1	$420K	Sell	1,000 -200	-17%	-$86.5K	0.02%	267
2024 Q4	$511K	Sell	1,200 -100	-8%	-$43.3K	0.02%	248
2024 Q3	$550K	Sell	1,300 -86	-6%	-$34.9K	0.03%	245
2024 Q2	$542K	Hold	1,386	–	–	0.03%	235
2024 Q1	$551K	Hold	1,386	–	–	0.03%	233
2023 Q4	$522K	Buy	+1,386	New	+$484K	0.03%	236

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