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

Olistico Wealth’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	$671K	Buy	105,562 +104,278	+8,121%	+$52.1M	0.29%	61
2026 Q1	$595K	Hold	1,284	–	–	0.29%	61
2025 Q4	$617K	Hold	1,284	–	–	0.3%	56
2025 Q3	$595K	Sell	1,284 -55	-4%	-$24.8K	0.31%	55
2025 Q2	$590K	Buy	1,339 +201	+18%	+$83.4K	0.33%	54
2025 Q1	$562K	Sell	1,138 -201	-15%	-$86.9K	0.35%	54
2024 Q4	$570K	Buy	1,339 +201	+18%	+$87K	0.33%	53
2024 Q3	$482K	Sell	1,138 -1	-0.1%	-$406	0.29%	65
2024 Q2	$445K	Buy	1,139 +2	+0.2%	+$776	0.28%	69
2024 Q1	$452K	Sell	1,137 -28	-2%	-$10.8K	0.33%	66
2023 Q4	$439K	Buy	1,165 +3	+0.3%	+$1.05K	0.34%	70
2023 Q3	$389K	Buy	1,162 +2	+0.2%	+$694	0.35%	72
2023 Q2	$399K	Sell	1,160 -57	-5%	-$19.2K	0.34%	72
2023 Q1	$405K	Buy	1,217 +2	+0.2%	+$665	0.39%	64
2022 Q4	$402K	Buy	+1,215	New	+$395K	0.44%	66

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

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

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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