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

SeaCrest Wealth 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 		$947K Sell
1,812
-60
-3% -$30K 0.1% 173
2026
Q1 		$867K Sell
1,872
-2
-0.1% -$969 0.09% 216
2025
Q4 		$918K Buy
1,874
+2
+0.1% +$946 0.09% 198
2025
Q3 		$872K Sell
1,872
-937
-33% -$422K 0.09% 198
2025
Q2 		$1.24M Buy
2,809
+198
+8% +$82.2K 0.13% 146
2025
Q1 		$1.1M Sell
2,611
-117
-4% -$50.6K 0.12% 160
2024
Q4 		$1.16M Buy
2,728
+69
+3% +$29.9K 0.12% 158
2024
Q3 		$1.12M Sell
2,659
-92
-3% -$37.4K 0.12% 165
2024
Q2 		$1.08M Buy
2,751
+433
+19% +$168K 0.12% 166
2024
Q1 		$922K Sell
2,318
-125
-5% -$48.2K 0.11% 190
2023
Q4 		$915K Hold
2,443
– – 0.11% 184
2023
Q3 		$818K Sell
2,443
-45
-2% -$15.6K 0.11% 206
2023
Q2 		$855K Buy
2,488
+317
+15% +$107K 0.11% 203
2023
Q1 		$722K Sell
2,171
-153
-7% -$50.8K 0.1% 235
2022
Q4 		$770K Buy
2,324
+91
+4% +$29.6K 0.11% 217
2022
Q3 		$642K Buy
2,233
+576
+35% +$183K 0.1% 229
2022
Q2 		$510K Sell
1,657
-240
-13% -$78.5K 0.06% 311
2022
Q1 		$658K Buy
1,897
+289
+18% +$100K 0.08% 277
2021
Q4 		$584K Sell
1,608
-1
-0.1% -$355 0.06% 311
2021
Q3 		$544K Sell
1,609
-382
-19% -$133K 0.07% 309
2021
Q2 		$687K Buy
1,991
+12
+0.6% +$4.1K 0.08% 261
2021
Q1 		$653K Buy
1,979
+133
+7% +$42K 0.09% 249
2020
Q4 		$565K Buy
1,846
+316
+21% +$92K 0.08% 264
2020
Q3 		$425K Sell
1,530
-77
-5% -$21K 0.07% 287
2020
Q2 		$414K Sell
1,607
-614
-28% -$151K 0.07% 292
2020
Q1 		$487K Sell
2,221
-720
-24% -$191K 0.1% 215
2019
Q4 		$838K Sell
2,941
-18
-0.6% -$4.96K 0.14% 167
2019
Q3 		$797K Buy
2,959
+1,367
+86% +$365K 0.15% 167
2019
Q2 		$423K Buy
1,592
+40
+3% +$10.4K 0.09% 280
2019
Q1 		$402K Hold
1,552
– – 0.07% 287
2018
Q4 		$362K Sell
1,552
-209
-12% -$52.2K 0.07% 277
2018
Q3 		$466K Sell
1,761
-210
-11% -$53.8K 0.08% 274
2018
Q2 		$478K Hold
1,971
– – 0.09% 249
2018
Q1 		$476K Buy
1,971
+125
+7% +$31.4K 0.09% 252
2017
Q4 		$457K Buy
+1,846
New +$437K 0.08% 262

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