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

Sage 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	$786K	Buy	1,505 +4	+0.3%	+$2K	0.16%	90
2026 Q1	$695K	Buy	1,501 +6	+0.4%	+$2.91K	0.16%	84
2025 Q4	$719K	Buy	1,495 +6	+0.4%	+$2.84K	0.17%	82
2025 Q3	$691K	Sell	1,489 -13	-0.9%	-$5.86K	0.16%	81
2025 Q2	$662K	Buy	1,502 +5	+0.3%	+$2.08K	0.16%	82
2025 Q1	$629K	Sell	1,497 -121	-7%	-$52.3K	0.16%	81
2024 Q4	$688K	Buy	1,618 +6	+0.4%	+$2.6K	0.18%	82
2024 Q3	$682K	Buy	1,612 +5	+0.3%	+$2.03K	0.18%	82
2024 Q2	$629K	Buy	1,607 +6	+0.4%	+$2.33K	0.18%	78
2024 Q1	$637K	Buy	1,601 +6	+0.4%	+$2.31K	0.18%	79
2023 Q4	$601K	Buy	1,595 +7	+0.4%	+$2.45K	0.19%	79
2023 Q3	$532K	Buy	1,588 +6	+0.4%	+$2.08K	0.2%	76
2023 Q2	$544K	Buy	1,582 +82	+5%	+$27.6K	0.19%	76
2023 Q1	$499K	Buy	1,500 +6	+0.4%	+$1.99K	0.19%	75
2022 Q4	$495K	Buy	1,494 +7	+0.5%	+$2.27K	0.22%	70
2022 Q3	$427K	Buy	1,487 +7	+0.5%	+$2.23K	0.22%	73
2022 Q2	$456K	Buy	1,480 +6	+0.4%	+$1.96K	0.22%	69
2022 Q1	$512K	Buy	1,474 +3	+0.2%	+$1.04K	0.21%	68
2021 Q4	$515K	Buy	1,471 +9	+0.6%	+$3.2K	0.2%	71
2021 Q3	$495K	Buy	1,462 +3	+0.2%	+$1.05K	0.21%	70
2021 Q2	$508K	Buy	1,459 +7	+0.5%	+$2.39K	0.21%	71
2021 Q1	$479K	Sell	1,452 -97	-6%	-$30.6K	0.21%	74
2020 Q4	$481K	Sell	1,549 -237	-13%	-$69K	0.24%	69
2020 Q3	$496K	Buy	1,786 +126	+8%	+$34.4K	0.3%	56
2020 Q2	$428K	Buy	1,660 +6	+0.4%	+$1.48K	0.28%	61
2020 Q1	$363K	Buy	1,654 +9	+0.5%	+$2.39K	0.3%	60
2019 Q4	$469K	Buy	1,645 +6	+0.4%	+$1.65K	0.3%	62
2019 Q3	$441K	Sell	1,639 -2	-0.1%	-$534	0.33%	58
2019 Q2	$447K	Buy	1,641 +10	+0.6%	+$2.61K	0.31%	62
2019 Q1	$423K	Buy	1,631 +7	+0.4%	+$1.76K	0.27%	63
2018 Q4	$379K	Buy	1,624 +13	+0.8%	+$3.24K	0.29%	58
2018 Q3	$426K	Buy	1,611 +6	+0.4%	+$1.54K	0.27%	62
2018 Q2	$390K	Buy	1,605 +6	+0.4%	+$1.47K	0.27%	62
2018 Q1	$386K	Buy	1,599 +7	+0.4%	+$1.76K	0.27%	63
2017 Q4	$394K	Buy	1,592 +6	+0.4%	+$1.42K	0.26%	65
2017 Q3	$355K	Buy	1,586 +6	+0.4%	+$1.31K	0.25%	66
2017 Q2	$337K	Buy	+1,580	New	+$331K	0.25%	63

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