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

Sheets Smith 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	$831K	Hold	1,591	–	–	0.08%	230
2026 Q1	$737K	Hold	1,591	–	–	0.08%	229
2025 Q4	$765K	Hold	1,591	–	–	0.08%	220
2025 Q3	$738K	Buy	1,591 +3	+0.2%	+$1.35K	0.08%	224
2025 Q2	$700K	Hold	1,588	–	–	0.08%	227
2025 Q1	$667K	Sell	1,588 -50	-3%	-$21.6K	0.08%	209
2024 Q4	$697K	Hold	1,638	–	–	0.09%	203
2024 Q3	$693K	Hold	1,638	–	–	0.08%	200
2024 Q2	$641K	Hold	1,638	–	–	0.08%	206
2024 Q1	$652K	Hold	1,638	–	–	0.07%	205
2023 Q4	$617K	Hold	1,638	–	–	0.09%	187
2023 Q3	$549K	Buy	1,638 +38	+2%	+$13.2K	0.08%	193
2023 Q2	$550K	Hold	1,600	–	–	0.08%	197
2023 Q1	$532K	Hold	1,600	–	–	0.08%	191
2022 Q4	$530K	Hold	1,600	–	–	0.08%	189
2022 Q3	$460K	Hold	1,600	–	–	0.08%	190
2022 Q2	$493K	Hold	1,600	–	–	0.08%	183
2022 Q1	$555K	Hold	1,600	–	–	0.08%	202
2021 Q4	$581K	Hold	1,600	–	–	0.07%	213
2021 Q3	$541K	Hold	1,600	–	–	0.07%	210
2021 Q2	$552K	Hold	1,600	–	–	0.07%	207
2021 Q1	$528K	Hold	1,600	–	–	0.08%	201
2020 Q4	$489K	Hold	1,600	–	–	0.07%	203
2020 Q3	$444K	Hold	1,600	–	–	0.08%	198
2020 Q2	$413K	Hold	1,600	–	–	0.08%	174
2020 Q1	$351K	Hold	1,600	–	–	0.07%	187
2019 Q4	$456K	Hold	1,600	–	–	0.09%	218
2019 Q3	$431K	Hold	1,600	–	–	0.09%	210
2019 Q2	$425K	Hold	1,600	–	–	0.09%	230
2019 Q1	$415K	Sell	1,600 -100	-6%	-$25.1K	0.09%	226
2018 Q4	$396K	Hold	1,700	–	–	0.11%	186
2018 Q3	$449K	Hold	1,700	–	–	0.09%	234
2018 Q2	$413K	Hold	1,700	–	–	0.1%	215
2018 Q1	$410K	Hold	1,700	–	–	0.1%	209
2017 Q4	$421K	Hold	1,700	–	–	0.1%	210
2017 Q3	$380K	Hold	1,700	–	–	0.1%	214
2017 Q2	$363K	Hold	1,700	–	–	0.1%	206
2017 Q1	$351K	Hold	1,700	–	–	0.09%	216
2016 Q4	$336K	Hold	1,700	–	–	0.09%	214
2016 Q3	$311K	Hold	1,700	–	–	0.09%	205
2016 Q2	$304K	Hold	1,700	–	–	0.09%	198
2016 Q1	$300K	Hold	1,700	–	–	0.09%	183
2015 Q4	$296K	Hold	1,700	–	–	0.09%	183
2015 Q3	$276K	Hold	1,700	–	–	0.09%	168
2015 Q2	$299K	Hold	1,700	–	–	0.08%	187
2015 Q1	$302K	Hold	1,700	–	–	0.08%	186
2014 Q4	$302K	Hold	1,700	–	–	0.08%	196
2014 Q3	$289K	Hold	1,700	–	–	0.08%	194
2014 Q2	$285K	Hold	1,700	–	–	0.08%	205
2014 Q1	$279K	Hold	1,700	–	–	0.08%	202
2013 Q4	$281K	Hold	1,700	–	–	0.08%	217
2013 Q3	$257K	Hold	1,700	–	–	0.08%	209
2013 Q2	$253K	Buy	+1,700	New	+$254K	0.09%	202

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