EA
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Echo45 Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Echo45 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 		$8.53M Buy
16,326
+643
+4% +$321K 4.41% 4
2026
Q1 		$7.26M Buy
15,683
+246
+2% +$119K 4.09% 4
2025
Q4 		$7.42M Buy
15,437
+225
+1% +$106K 4.23% 4
2025
Q3 		$7.05M Buy
15,212
+180
+1% +$81.1K 4.14% 9
2025
Q2 		$6.62M Buy
15,032
+69
+0.5% +$28.6K 4.18% 9
2025
Q1 		$6.28M Sell
14,963
-100
-0.7% -$43.2K 4.2% 8
2024
Q4 		$6.43M Sell
15,063
-5,059
-25% -$2.19M 4.22% 9
2024
Q3 		$8.51M Buy
20,122
+488
+2% +$198K 5.54% 8
2024
Q2 		$7.68M Sell
19,634
-20,205
-51% -$7.84M 5.4% 7
2024
Q1 		$15.8M Sell
39,839
-280
-0.7% -$108K 11.4% 3
2023
Q4 		$15.1M Buy
40,119
+3,947
+11% +$1.38M 11.63% 2
2023
Q3 		$12.1M Buy
36,172
+37
+0.1% +$12.8K 10.27% 3
2023
Q2 		$12.4M Sell
36,135
-103
-0.3% -$34.7K 10.25% 3
2023
Q1 		$12.1M Sell
36,238
-4,506
-11% -$1.5M 10% 3
2022
Q4 		$13.5M Buy
40,744
+1,968
+5% +$640K 12.1% 2
2022
Q3 		$11.1M Buy
38,776
+3,105
+9% +$987K 11.3% 2
2022
Q2 		$11M Buy
35,671
+8,953
+34% +$2.93M 10.37% 3
2022
Q1 		$9.27M Buy
26,718
+10,165
+61% +$3.53M 7.27% 3
2021
Q4 		$6.01M Buy
+16,553
New +$5.88M 4.82% 7

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