MFG
DIA icon

Magnus Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Magnus Financial Group’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 		$1.16M Buy
2,215
+27
+1% +$13.5K 0.08% 151
2026
Q1 		$1.01M Sell
2,188
-3
-0.1% -$1.45K 0.08% 151
2025
Q4 		$1.05M Sell
2,191
-56
-2% -$26.5K 0.08% 168
2025
Q3 		$1.04M Sell
2,247
-54
-2% -$24.3K 0.08% 166
2025
Q2 		$1.01M Sell
2,301
-332
-13% -$138K 0.09% 159
2025
Q1 		$1.11M Sell
2,633
-50
-2% -$21.6K 0.11% 147
2024
Q4 		$1.14M Sell
2,683
-18
-0.7% -$7.79K 0.11% 142
2024
Q3 		$1.14M Sell
2,701
-40
-1% -$16.3K 0.12% 135
2024
Q2 		$1.07M Sell
2,741
-124
-4% -$48.1K 0.12% 129
2024
Q1 		$1.14M Sell
2,865
-222
-7% -$85.5K 0.14% 122
2023
Q4 		$1.16M Buy
3,087
+116
+4% +$40.5K 0.15% 113
2023
Q3 		$995K Sell
2,971
-63
-2% -$21.8K 0.15% 111
2023
Q2 		$1.04M Sell
3,034
-8
-0.3% -$2.69K 0.15% 106
2023
Q1 		$1.01M Sell
3,042
-144
-5% -$47.8K 0.15% 109
2022
Q4 		$1.06M Buy
3,186
+1,338
+72% +$435K 0.17% 102
2022
Q3 		$531K Buy
1,848
+36
+2% +$11.4K 0.1% 141
2022
Q2 		$558K Buy
1,812
+106
+6% +$34.7K 0.1% 142
2022
Q1 		$592K Buy
+1,706
New +$592K 0.1% 145
2019
Q2 		– Sell
-1,718
Closed -$445K – 551
2019
Q1 		$445K Sell
1,718
-170
-9% -$42.8K 0.09% 127
2018
Q4 		$440K Buy
+1,888
New +$471K 0.12% 103

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
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MA
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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return