Shulman DeMeo Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Shulman DeMeo Asset 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	$31.2M	Sell	59,768 -307	-0.5%	-$153K	5.84%	2
2026 Q1	$27.8M	Buy	+60,075	New	+$29.1M	5.91%	2
2021 Q2	–	Sell	-67,519	Closed	-$22.3M	–	79
2021 Q1	$22.3M	Buy	67,519 +617	+0.9%	+$195K	6.08%	2
2020 Q4	$20.5M	Buy	66,902 +770	+1%	+$224K	5.84%	2
2020 Q3	$18.4M	Buy	+66,132	New	+$18.1M	6.13%	2
2019 Q4	–	Sell	-69,244	Closed	-$18.6M	–	137
2019 Q3	$18.6M	Buy	+69,244	New	+$18.5M	6.25%	2

Other funds holding DIA

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $687M AUM 25.06% 1-Year Est. Return

Shulman DeMeo Asset Management's DIA Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.51% in Q2 2026, selling an estimated $153K and leaving 59,768 shares worth $31.2M. The position accounts for 5.84% of the portfolio, ranked #2.

Shulman DeMeo Asset Management first reported a position in DIA in Q3 2019 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Shulman DeMeo Asset Management held 59,768 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $31.2M as of Q2 2026.
Shulman DeMeo Asset Management sold 307 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $153K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 5.84% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #2 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 6 quarters since.
272 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.