Moisand Fitzgerald Tamayo’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Moisand Fitzgerald Tamayo’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	$287K	Hold	549	–	–	0.03%	107
2026 Q1	$254K	Hold	549	–	–	0.03%	104
2025 Q4	$264K	Hold	549	–	–	0.03%	102
2025 Q3	$255K	Hold	549	–	–	0.03%	106
2025 Q2	$242K	Hold	549	–	–	0.03%	106
2025 Q1	$231K	Hold	549	–	–	0.03%	106
2024 Q4	$234K	Hold	549	–	–	0.03%	102
2024 Q3	$232K	Hold	549	–	–	0.03%	103
2024 Q2	$215K	Hold	549	–	–	0.03%	104
2024 Q1	$218K	Sell	549 -25	-4%	-$9.63K	0.03%	100
2023 Q4	$216K	Buy	574 +25	+5%	+$8.74K	0.04%	100
2023 Q3	$184K	Sell	549 -7	-1%	-$2.43K	0.04%	101
2023 Q2	$191K	Buy	556 +7	+1%	+$2.36K	0.04%	102
2023 Q1	$183K	Buy	549 +1	+0.2%	+$332	0.04%	103
2022 Q4	$182K	Hold	548	–	–	0.04%	105
2022 Q3	$157K	Hold	548	–	–	0.04%	105
2022 Q2	$169K	Buy	548 +498	+996%	+$163K	0.05%	103
2022 Q1	$17K	Sell	50 -448	-90%	-$155K	0.01%	148
2021 Q4	$181K	Hold	498	–	–	0.05%	94
2021 Q3	$168K	Hold	498	–	–	0.06%	95
2021 Q2	$172K	Hold	498	–	–	0.06%	89
2021 Q1	$164K	Hold	498	–	–	0.07%	83
2020 Q4	$152K	Sell	498 -226	-31%	-$65.8K	0.07%	82
2020 Q3	$201K	Sell	724 -162	-18%	-$44.3K	0.1%	71
2020 Q2	$228K	Sell	886 -87	-9%	-$21.4K	0.13%	65
2020 Q1	$213K	Hold	973	–	–	0.14%	65
2019 Q4	$277K	Hold	973	–	–	0.14%	66
2019 Q3	$262K	Hold	973	–	–	0.14%	66
2019 Q2	$259K	Hold	973	–	–	0.14%	66
2019 Q1	$252K	Hold	973	–	–	0.14%	69
2018 Q4	$227K	Hold	973	–	–	0.14%	69
2018 Q3	$257K	Hold	973	–	–	0.14%	69
2018 Q2	$236K	Hold	973	–	–	0.14%	68
2018 Q1	$235K	Hold	973	–	–	0.14%	69
2017 Q4	$241K	Hold	973	–	–	0.14%	62
2017 Q3	$218K	Hold	973	–	–	0.13%	65
2017 Q2	$207K	Hold	973	–	–	0.14%	60
2017 Q1	$201K	Sell	973 -98	-9%	-$20K	0.14%	60
2016 Q4	$212K	Sell	1,071 -53	-5%	-$9.99K	0.16%	59
2016 Q3	$205K	Buy	+1,124	New	+$206K	0.16%	58
2016 Q2	–	Sell	-1,389	Closed	-$245K	–	87
2016 Q1	$245K	Hold	1,389	–	–	0.2%	49
2015 Q4	$242K	Buy	+1,389	New	+$243K	0.21%	48

Other funds holding DIA

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DIA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 549 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #107.

Moisand Fitzgerald Tamayo first reported a position in DIA in Q4 2015 and has held it in 42 quarters since. 351 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Moisand Fitzgerald Tamayo held 549 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $287K as of Q2 2026.
Moisand Fitzgerald Tamayo left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #107 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 42 quarters since.
351 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.