Madison Park Capital Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Madison Park Capital 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	$2.89M	Buy	12,109 +6,685	+123%	+$3.34M	2.06%	17
2026 Q1	$2.51M	Sell	5,424 -81	-1%	-$39.2K	1.97%	17
2025 Q4	$2.65M	Buy	5,505 +13	+0.2%	+$6.15K	2.15%	18
2025 Q3	$2.55M	Buy	5,492 +191	+4%	+$86.1K	2.09%	18
2025 Q2	$2.34M	Buy	5,301 +35	+0.7%	+$14.5K	1.97%	18
2025 Q1	$2.21M	Buy	5,266 +138	+3%	+$59.7K	1.94%	17
2024 Q4	$2.18M	Sell	5,128 -120	-2%	-$51.9K	1.74%	17
2024 Q3	$2.22M	Sell	5,248 -41	-0.8%	-$16.7K	1.66%	20
2024 Q2	$2.07M	Sell	5,289 -139	-3%	-$54K	1.73%	17
2024 Q1	$2.16M	Sell	5,428 -294	-5%	-$113K	1.88%	19
2023 Q4	$2.16M	Buy	+5,722	New	+$2M	2.08%	18

Other funds holding DIA

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

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return