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

CoreCap 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 		$3.71M Sell
7,105
-197
-3% -$98.4K 0.11% 176
2026
Q1 		$3.38M Sell
7,302
-205
-3% -$99.3K 0.12% 167
2025
Q4 		$3.61M Sell
7,507
-990
-12% -$468K 0.13% 162
2025
Q3 		$3.94M Sell
8,497
-8,262
-49% -$3.72M 0.14% 148
2025
Q2 		$7.39M Sell
16,759
-11,670
-41% -$4.84M 0.3% 65
2025
Q1 		$11.9M Buy
28,429
+14,844
+109% +$6.42M 0.53% 35
2024
Q4 		$5.78M Buy
13,585
+11,674
+611% +$5.05M 0.26% 64
2024
Q3 		$809K Sell
1,911
-272
-12% -$111K 0.04% 351
2024
Q2 		$854K Sell
2,183
-5,229
-71% -$2.03M 0.09% 177
2024
Q1 		$2.95M Buy
7,412
+3,211
+76% +$1.24M 0.16% 131
2023
Q4 		$1.58M Buy
4,201
+1,618
+63% +$565K 0.1% 194
2023
Q3 		$865K Sell
2,583
-3,603
-58% -$1.25M 0.06% 249
2023
Q2 		$2.13M Buy
+6,186
New +$2.08M 0.15% 129
2022
Q4 		$1.87M Buy
5,637
+2,597
+85% +$844K 0.13% 137
2022
Q3 		$873K Sell
3,040
-400
-12% -$127K 0.07% 232
2022
Q2 		$1.06M Buy
3,440
+279
+9% +$91.2K 0.08% 198
2022
Q1 		$1.1M Buy
3,161
+1,945
+160% +$675K 0.08% 201
2021
Q4 		$442K Buy
+1,216
New +$432K 0.03% 383

Other funds holding DIA

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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