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

Neumann Capital 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	–	Sell	-542	Closed	-$251K	–	70
2026 Q1	$251K	Sell	542 -100	-16%	-$48.4K	0.07%	96
2025 Q4	$309K	Hold	642	–	–	0.09%	92
2025 Q3	$298K	Hold	642	–	–	0.09%	93
2025 Q2	$283K	Hold	642	–	–	0.09%	93
2025 Q1	$270K	Sell	642 -30	-4%	-$13K	0.09%	94
2024 Q4	$286K	Hold	672	–	–	0.1%	93
2024 Q3	$284K	Hold	672	–	–	0.09%	94
2024 Q2	$263K	Hold	672	–	–	0.09%	91
2024 Q1	$267K	Hold	672	–	–	0.1%	90
2023 Q4	$253K	Sell	672 -60	-8%	-$21K	0.1%	88
2023 Q3	$245K	Hold	732	–	–	0.11%	87
2023 Q2	$252K	Hold	732	–	–	0.1%	89
2023 Q1	$243K	Sell	732 -100	-12%	-$33.2K	0.11%	88
2022 Q4	$276K	Hold	832	–	–	0.13%	79
2022 Q3	$239K	Hold	832	–	–	0.12%	83
2022 Q2	$256K	Hold	832	–	–	0.13%	74
2022 Q1	$289K	Hold	832	–	–	0.12%	78
2021 Q4	$302K	Hold	832	–	–	0.12%	80
2021 Q3	$282K	Hold	832	–	–	0.13%	76
2021 Q2	$287K	Sell	832 -100	-11%	-$34.1K	0.13%	75
2021 Q1	$308K	Sell	932 -150	-14%	-$47.3K	0.15%	69
2020 Q4	$331K	Hold	1,082	–	–	0.17%	64
2020 Q3	$300K	Hold	1,082	–	–	0.17%	65
2020 Q2	$279K	Hold	1,082	–	–	0.17%	65
2020 Q1	$237K	Hold	1,082	–	–	0.17%	66
2019 Q4	$309K	Hold	1,082	–	–	0.18%	66
2019 Q3	$291K	Hold	1,082	–	–	0.18%	67
2019 Q2	$288K	Hold	1,082	–	–	0.18%	66
2019 Q1	$280K	Hold	1,082	–	–	0.18%	67
2018 Q4	$252K	Hold	1,082	–	–	0.19%	66
2018 Q3	$286K	Hold	1,082	–	–	0.17%	69
2018 Q2	$263K	Sell	1,082 -200	-16%	-$49.1K	0.17%	68
2018 Q1	$310K	Hold	1,282	–	–	0.2%	63
2017 Q4	$317K	Hold	1,282	–	–	0.2%	66
2017 Q3	$287K	Hold	1,282	–	–	0.18%	68
2017 Q2	$273K	Hold	1,282	–	–	0.18%	67
2017 Q1	$265K	Hold	1,282	–	–	0.17%	68
2016 Q4	$253K	Hold	1,282	–	–	0.16%	69
2016 Q3	$234K	Hold	1,282	–	–	0.16%	72
2016 Q2	$230K	Hold	1,282	–	–	0.15%	73
2016 Q1	$227K	Hold	1,282	–	–	0.15%	75
2015 Q4	$223K	Hold	1,282	–	–	0.16%	75
2015 Q3	$209K	Hold	1,282	–	–	0.15%	77
2015 Q2	$225K	Hold	1,282	–	–	0.14%	73
2015 Q1	$228K	Hold	1,282	–	–	0.15%	78
2014 Q4	$228K	Buy	+1,282	New	+$222K	0.15%	80

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