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

HCR Wealth 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	$745K	Sell	1,426 -74	-5%	-$37K	0.07%	136
2026 Q1	$695K	Sell	1,500 -78	-5%	-$37.8K	0.07%	128
2025 Q4	$758K	Hold	1,578	–	–	0.08%	127
2025 Q3	$734K	Sell	1,578 -22	-1%	-$9.92K	0.08%	123
2025 Q2	$705K	Buy	1,600 +1	+0.1%	+$415	0.08%	120
2025 Q1	$671K	Sell	1,599 -140	-8%	-$60.5K	0.09%	118
2024 Q4	$740K	Buy	1,739 +2	+0.1%	+$866	0.09%	115
2024 Q3	$735K	Buy	1,737 +650	+60%	+$264K	0.1%	115
2024 Q2	$425K	Hold	1,087	–	–	0.06%	142
2024 Q1	$432K	Hold	1,087	–	–	0.07%	137
2023 Q4	$410K	Buy	1,087 +368	+51%	+$129K	0.06%	132
2023 Q3	$241K	Sell	719 -35	-5%	-$12.1K	0.05%	143
2023 Q2	$259K	Hold	754	–	–	0.05%	148
2023 Q1	$251K	Sell	754 -23	-3%	-$7.64K	0.05%	150
2022 Q4	$258K	Sell	777 -40	-5%	-$13K	0.05%	147
2022 Q3	$235K	Hold	817	–	–	0.05%	151
2022 Q2	$252K	Sell	817 -199	-20%	-$65.1K	0.05%	149
2022 Q1	$352K	Sell	1,016 -26	-2%	-$9.02K	0.06%	146
2021 Q4	$379K	Buy	1,042 +1	+0.1%	+$355	0.06%	153
2021 Q3	$352K	Hold	1,041	–	–	0.06%	159
2021 Q2	$359K	Hold	1,041	–	–	0.06%	150
2021 Q1	$344K	Sell	1,041 -2,773	-73%	-$875K	0.07%	146
2020 Q4	$1.17M	Buy	3,814 +11	+0.3%	+$3.2K	0.24%	80
2020 Q3	$1.05M	Hold	3,803	–	–	0.24%	76
2020 Q2	$979K	Sell	3,803 -62	-2%	-$15.2K	0.23%	70
2020 Q1	$847K	Buy	3,865 +21	+0.5%	+$5.58K	0.24%	70
2019 Q4	$1.1M	Buy	3,844 +2,908	+311%	+$801K	0.27%	70
2019 Q3	$252K	Sell	936 -2,688	-74%	-$717K	0.08%	133
2019 Q2	$964K	Sell	3,624 -117	-3%	-$30.5K	0.27%	69
2019 Q1	$969K	Buy	+3,741	New	+$941K	0.28%	75
2018 Q1	–	Sell	-854	Closed	-$211K	–	171
2017 Q4	$211K	Buy	+854	New	+$202K	0.07%	158
2017 Q2	–	Sell	-1,144	Closed	-$236K	–	155
2017 Q1	$236K	Hold	1,144	–	–	0.12%	130
2016 Q4	$226K	Buy	+1,144	New	+$216K	0.12%	127

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

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return