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

Howard 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	$707K	Sell	1,353 -25	-2%	-$12.5K	0.26%	70
2026 Q1	$638K	Sell	1,378 -58	-4%	-$28.1K	0.27%	73
2025 Q4	$691K	Sell	1,436 -145	-9%	-$68.6K	0.3%	68
2025 Q3	$733K	Sell	1,581 -6	-0.4%	-$2.7K	0.34%	70
2025 Q2	$699K	Sell	1,587 -18	-1%	-$7.47K	0.35%	70
2025 Q1	$674K	Sell	1,605 -24	-1%	-$10.4K	0.38%	67
2024 Q4	$693K	Sell	1,629 -171	-10%	-$74K	0.38%	63
2024 Q3	$762K	Sell	1,800 -45	-2%	-$18.3K	0.44%	59
2024 Q2	$722K	Buy	1,845 +7	+0.4%	+$2.72K	0.57%	48
2024 Q1	$731K	Buy	1,838 +8	+0.4%	+$3.08K	0.59%	44
2023 Q4	$690K	Buy	1,830 +23	+1%	+$8.04K	0.58%	42
2023 Q3	$605K	Buy	1,807 +47	+3%	+$16.3K	0.56%	42
2023 Q2	$605K	Buy	1,760 +11	+0.6%	+$3.7K	0.52%	44
2023 Q1	$582K	Buy	1,749 +47	+3%	+$15.6K	0.49%	54
2022 Q4	$564K	Buy	1,702 +64	+4%	+$20.8K	0.46%	57
2022 Q3	$470K	Buy	+1,638	New	+$521K	0.33%	66
2022 Q2	–	Sell	-1,632	Closed	-$566K	–	74
2022 Q1	$566K	Buy	1,632 +57	+4%	+$19.8K	0.31%	70
2021 Q4	$572K	Sell	1,575 -10	-0.6%	-$3.55K	0.3%	73
2021 Q3	$536K	Buy	1,585 +15	+1%	+$5.24K	0.3%	75
2021 Q2	$541K	Sell	1,570 -13	-0.8%	-$4.44K	0.3%	76
2021 Q1	$522K	Sell	1,583 -2	-0.1%	-$631	0.31%	77
2020 Q4	$484K	Buy	1,585 +95	+6%	+$27.6K	0.3%	78
2020 Q3	$413K	Sell	1,490 -20	-1%	-$5.46K	0.29%	76
2020 Q2	$389K	Sell	1,510 -15	-1%	-$3.69K	0.32%	72
2020 Q1	$334K	Sell	1,525 -190	-11%	-$50.5K	0.35%	72
2019 Q4	$488K	Buy	+1,715	New	+$473K	0.41%	60

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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 $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Howard Wealth Management's DIA Position: Q2 2026 in Review

Howard Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q2 2026, selling an estimated $12.5K and leaving 1,353 shares worth $707K. The position accounts for 0.26% of the portfolio, ranked #70.

Howard Wealth Management first reported a position in DIA in Q4 2019 and has held it in 26 quarters since. The position peaked at $762K in Q3 2024. 553 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Howard Wealth Management held 1,353 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $707K as of Q2 2026.
Howard Wealth Management sold 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $12.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Howard Wealth Management's portfolio in Q2 2026, its #70 holding.
Howard Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 26 quarters since.
Howard Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $762K in Q3 2024.
553 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.