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

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

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

Wealth Enhancement Advisory Services

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

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

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

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return