Godsey & Gibb Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Godsey & Gibb Inc’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	$925K	Sell	1,771 -155	-8%	-$77.4K	0.08%	61
2026 Q1	$892K	Sell	1,926 -776	-29%	-$376K	0.08%	59
2025 Q4	$1.3M	Sell	2,702 -469	-15%	-$222K	0.12%	53
2025 Q3	$1.47M	Buy	3,171 +247	+8%	+$111K	0.13%	50
2025 Q2	$1.29M	Sell	2,924 -85	-3%	-$35.3K	0.12%	51
2025 Q1	$1.26M	Sell	3,009 -170	-5%	-$73.5K	0.12%	53
2024 Q4	$1.35M	Hold	3,179	–	–	0.14%	52
2024 Q3	$1.35M	Hold	3,179	–	–	0.13%	53
2024 Q2	$1.24M	Sell	3,179 -316	-9%	-$123K	0.13%	55
2024 Q1	$1.39M	Hold	3,495	–	–	0.15%	53
2023 Q4	$1.32M	Hold	3,495	–	–	0.15%	53
2023 Q3	$1.17M	Sell	3,495 -35	-1%	-$12.1K	0.14%	54
2023 Q2	$1.21M	Sell	3,530 -970	-22%	-$326K	0.14%	53
2023 Q1	$1.5M	Buy	+4,500	New	+$1.5M	0.18%	50
2022 Q4	–	Sell	-4,500	Closed	-$1.29M	–	316
2022 Q3	$1.29M	Hold	4,500	–	–	1.03%	8
2022 Q2	$1.39M	Buy	+4,500	New	+$1.47M	0.77%	13

Other funds holding DIA

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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