Thurston Springer Miller Herd & Titak’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Thurston Springer Miller Herd & Titak’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	$864K	Buy	1,654 +116	+8%	+$57.9K	0.31%	89
2026 Q1	$712K	Sell	1,538 -66	-4%	-$32K	0.29%	94
2025 Q4	$772K	Buy	1,604 +1,430	+822%	+$676K	0.27%	92
2025 Q3	$80.7K	Sell	174 -5,760	-97%	-$2.6M	0.16%	159
2025 Q2	$2.62M	Buy	5,934 +2,186	+58%	+$907K	0.34%	80
2025 Q1	$1.58M	Buy	3,748 +864	+30%	+$374K	0.26%	102
2024 Q4	$1.23M	Buy	2,884 +904	+46%	+$391K	0.25%	103
2024 Q3	$839K	Buy	1,980 +520	+36%	+$211K	0.23%	112
2024 Q2	$572K	Buy	+1,460	New	+$567K	0.18%	131

Other funds holding DIA

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

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

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

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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