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

Sandy Cove 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	$590K	Buy	1,129 +4	+0.4%	+$2K	0.15%	79
2026 Q1	$521K	Buy	1,125 +4	+0.4%	+$1.94K	0.16%	80
2025 Q4	$539K	Buy	1,121 +5	+0.4%	+$2.37K	0.16%	80
2025 Q3	$518K	Buy	1,116 +4	+0.4%	+$1.8K	0.17%	78
2025 Q2	$490K	Buy	+1,112	New	+$461K	0.18%	73
2025 Q1	–	Sell	-539	Closed	-$229K	–	121
2024 Q4	$229K	Buy	539 +2	+0.4%	+$866	0.09%	115
2024 Q3	$227K	Buy	537 +1	+0.2%	+$406	0.09%	111
2024 Q2	$210K	Buy	536 +1	+0.2%	+$388	0.09%	107
2024 Q1	$213K	Buy	535 +2	+0.4%	+$770	0.1%	113
2023 Q4	$201K	Buy	+533	New	+$186K	0.1%	117

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