Clark Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Clark Asset Management’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	$299K	Sell	573 -902	-61%	-$450K	0.02%	211
2026 Q1	$683K	Hold	1,475	–	–	0.06%	105
2025 Q4	$709K	Hold	1,475	–	–	0.07%	98
2025 Q3	$684K	Buy	1,475 +129	+10%	+$58.1K	0.08%	93
2025 Q2	$593K	Buy	+1,346	New	+$559K	0.08%	97
2024 Q3	–	Sell	-569	Closed	-$222K	–	125
2024 Q2	$222K	Buy	+569	New	+$221K	0.06%	91

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