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

Spire 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 		$2.3M Sell
4,401
-178
-4% -$88.9K 0.07% 252
2026
Q1 		$2.12M Buy
4,579
+225
+5% +$109K 0.07% 247
2025
Q4 		$2.09M Sell
4,354
-490
-10% -$232K 0.07% 243
2025
Q3 		$2.25M Buy
4,844
+267
+6% +$120K 0.08% 212
2025
Q2 		$2.02M Sell
4,577
-3,006
-40% -$1.25M 0.07% 224
2025
Q1 		$3.18M Sell
7,583
-6,353
-46% -$2.75M 0.1% 180
2024
Q4 		$5.93M Buy
13,936
+6,485
+87% +$2.81M 0.18% 115
2024
Q3 		$3.15M Buy
7,451
+257
+4% +$104K 0.11% 159
2024
Q2 		$2.81M Sell
7,194
-111
-2% -$43.1K 0.1% 184
2024
Q1 		$2.91M Buy
7,305
+247
+3% +$95.2K 0.05% 202
2023
Q4 		$2.67M Sell
7,058
-4,847
-41% -$1.69M 0.09% 198
2023
Q3 		$3.99M Buy
11,905
+4,865
+69% +$1.69M 0.15% 149
2023
Q2 		$2.42M Sell
7,040
-14,844
-68% -$5M 0.09% 208
2023
Q1 		$7.28M Buy
21,884
+10,942
+100% +$3.64M 0.28% 76
2022
Q4 		$3.63M Buy
10,942
+1,448
+15% +$471K 0.2% 109
2022
Q3 		$2.73M Sell
9,494
-11,704
-55% -$3.72M 0.17% 119
2022
Q2 		$6.53M Sell
21,198
-891
-4% -$291K 0.27% 96
2022
Q1 		$7.66M Buy
22,089
+14,444
+189% +$5.01M 0.21% 122
2021
Q4 		$2.78M Buy
7,645
+604
+9% +$215K 0.06% 262
2021
Q3 		$2.38M Sell
7,041
-489
-6% -$171K 0.06% 256
2021
Q2 		$2.6M Buy
7,530
+667
+10% +$228K 0.07% 246
2021
Q1 		$1.83M Buy
+6,863
New +$2.17M 0.05% 300

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HCA
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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