SWA
DIA icon

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

Sax Wealth 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 		$348K Buy
752
+181
+32% +$90.4K 0.01% 417
2026
Q1 		$275K Hold
571
– – 0.01% 413
2025
Q4 		$275K Buy
571
+10
+2% +$4.73K 0.01% 420
2025
Q3 		$260K Sell
561
-162
-22% -$73K 0.01% 376
2025
Q2 		$319K Sell
723
-854
-54% -$354K 0.02% 328
2025
Q1 		$662K Hold
1,577
– – 0.05% 185
2024
Q4 		$671K Sell
1,577
-210
-12% -$90.9K 0.05% 163
2024
Q3 		$756K Sell
1,787
-8
-0.4% -$3.25K 0.07% 115
2024
Q2 		$702K Buy
1,795
+1
+0.1% +$388 0.07% 114
2024
Q1 		$714K Buy
1,794
+12
+0.7% +$4.62K 0.08% 96
2023
Q4 		$671K Buy
1,782
+1
+0.1% +$349 0.11% 95
2023
Q3 		$596K Sell
1,781
-9
-0.5% -$3.12K 0.12% 98
2023
Q2 		$615K Buy
1,790
+1
+0.1% +$337 0.12% 94
2023
Q1 		$595K Sell
1,789
-280
-14% -$93K 0.13% 95
2022
Q4 		$686K Buy
2,069
+485
+31% +$158K 0.16% 81
2022
Q3 		$455K Hold
1,584
– – 0.12% 105
2022
Q2 		$488K Hold
1,584
– – 0.12% 106
2022
Q1 		$549K Sell
1,584
-279
-15% -$96.8K 0.13% 98
2021
Q4 		$677K Buy
1,863
+1
+0.1% +$355 0.14% 95
2021
Q3 		$630K Sell
1,862
-159
-8% -$55.5K 0.15% 92
2021
Q2 		$697K Hold
2,021
– – 0.24% 78
2021
Q1 		$667K Buy
2,021
+2
+0.1% +$631 0.24% 75
2020
Q4 		$617K Buy
+2,019
New +$588K 0.28% 65

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
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MA
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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return