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

Empirical Wealth 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	$2.53M	Sell	4,842 -3	-0.1%	-$1.5K	0.04%	241
2026 Q1	$2.24M	Buy	4,845 +3,278	+209%	+$1.59M	0.04%	241
2025 Q4	$753K	Buy	1,567 +263	+20%	+$124K	0.01%	393
2025 Q3	$605K	Sell	1,304 -93	-7%	-$41.9K	0.01%	425
2025 Q2	$615K	Buy	1,397 +57	+4%	+$23.7K	0.01%	389
2025 Q1	$563K	Hold	1,340	–	–	0.01%	387
2024 Q4	$570K	Buy	1,340 +35	+3%	+$15.2K	0.02%	364
2024 Q3	$552K	Sell	1,305 -4	-0.3%	-$1.63K	0.02%	355
2024 Q2	$512K	Buy	1,309 +4	+0.3%	+$1.55K	0.02%	354
2024 Q1	$519K	Sell	1,305 -468	-26%	-$180K	0.02%	336
2023 Q4	$668K	Buy	1,773 +164	+10%	+$57.3K	0.02%	281
2023 Q3	$539K	Buy	1,609 +200	+14%	+$69.4K	0.02%	295
2023 Q2	$485K	Sell	1,409 -367	-21%	-$124K	0.02%	312
2023 Q1	$591K	Buy	1,776 +338	+24%	+$112K	0.03%	305
2022 Q4	$477K	Hold	1,438	–	–	0.02%	318
2022 Q3	$413K	Sell	1,438 -463	-24%	-$147K	0.02%	331
2022 Q2	$585K	Sell	1,901 -119	-6%	-$38.9K	0.03%	271
2022 Q1	$701K	Sell	2,020 -10	-0.5%	-$3.47K	0.04%	269
2021 Q4	$738K	Buy	2,030 +98	+5%	+$34.8K	0.04%	269
2021 Q3	$654K	Sell	1,932 -25	-1%	-$8.73K	0.04%	247
2021 Q2	$675K	Buy	1,957 +397	+25%	+$136K	0.04%	240
2021 Q1	$515K	Sell	1,560 -111	-7%	-$35K	0.04%	245
2020 Q4	$511K	Buy	1,671 +330	+25%	+$96K	0.04%	248
2020 Q3	$372K	Sell	1,341 -177	-12%	-$48.4K	0.03%	251
2020 Q2	$391K	Sell	1,518 -110	-7%	-$27.1K	0.04%	241
2020 Q1	$357K	Sell	1,628 -161	-9%	-$42.8K	0.04%	228
2019 Q4	$510K	Buy	1,789 +365	+26%	+$101K	0.06%	186
2019 Q3	$383K	Buy	1,424 +205	+17%	+$54.7K	0.05%	202
2019 Q2	$324K	Sell	1,219 -156	-11%	-$40.7K	0.04%	198
2019 Q1	$356K	Sell	1,375 -915	-40%	-$230K	0.05%	170
2018 Q4	$534K	Sell	2,290 -400	-15%	-$99.8K	0.09%	115
2018 Q3	$711K	Buy	2,690 +493	+22%	+$126K	0.13%	93
2018 Q2	$533K	Hold	2,197	–	–	0.1%	104
2018 Q1	$530K	Buy	+2,197	New	+$552K	0.1%	94

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

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

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