RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$85.3K	Hold	163	–	–	0.01%	137
2026 Q1	$75.5K	Buy	163 +1	+0.6%	+$484	0.01%	137
2025 Q4	$78K	Hold	162	–	–	0.01%	132
2025 Q3	$75K	Buy	162 +1	+0.6%	+$451	0.01%	132
2025 Q2	$71K	Hold	161	–	–	0.01%	155
2025 Q1	$67.4K	Buy	161 +1	+0.6%	+$432	0.02%	129
2024 Q4	$68K	Buy	160 +1	+0.6%	+$433	0.02%	131
2024 Q3	$67.3K	Hold	159	–	–	0.02%	128
2024 Q2	$62K	Buy	159 +1	+0.6%	+$388	0.02%	186
2024 Q1	$62.8K	Buy	158 +1	+0.6%	+$385	0.02%	179
2023 Q4	$59.3K	Buy	157 +1	+0.6%	+$349	0.02%	123
2023 Q3	$52.4K	Hold	156	–	–	0.02%	126
2023 Q2	$53.5K	Buy	156 +1	+0.6%	+$337	0.02%	126
2023 Q1	$51.5K	Buy	155 +1	+0.6%	+$332	0.02%	146
2022 Q4	$51.1K	Buy	154 +1	+0.7%	+$325	0.02%	134
2022 Q3	$44.1K	Hold	153	–	–	0.02%	146
2022 Q2	$47.1K	Buy	153 +1	+0.7%	+$327	0.02%	142
2022 Q1	$52.8K	Hold	152	–	–	0.02%	141
2021 Q4	$55.1K	Buy	152 +1	+0.7%	+$355	0.02%	147
2021 Q3	$51.1K	Buy	151 +1	+0.7%	+$349	0.02%	131
2021 Q2	$51.9K	Sell	150 -204	-58%	-$69.6K	0.02%	135
2021 Q1	$117K	Buy	354 +204	+136%	+$64.4K	0.04%	87
2020 Q4	$45.9K	Hold	150	–	–	0.02%	133
2020 Q3	$41.6K	Hold	150	–	–	0.02%	131
2020 Q2	$38.7K	Hold	150	–	–	0.01%	130
2020 Q1	$32.9K	Hold	150	–	–	0.01%	127
2019 Q4	$42.8K	Hold	150	–	–	0.01%	141
2019 Q3	$40.4K	Buy	+150	New	+$40K	0.01%	147
2019 Q2	–	Sell	-150	Closed	-$38.9K	–	904
2019 Q1	$38.9K	Hold	150	–	–	0.02%	127
2018 Q4	$35K	Hold	150	–	–	0.01%	148
2018 Q3	$39.7K	Hold	150	–	–	0.01%	145
2018 Q2	$36.4K	Hold	150	–	–	0.01%	141
2018 Q1	$36.2K	Hold	150	–	–	0.01%	134
2017 Q4	$37.1K	Hold	150	–	–	0.01%	140
2017 Q3	$33.6K	Hold	150	–	–	0.01%	145
2017 Q2	$32K	Hold	150	–	–	0.01%	145
2017 Q1	$31K	Hold	150	–	–	0.02%	123
2016 Q4	$29.6K	Hold	150	–	–	0.02%	127
2016 Q3	$27.4K	Hold	150	–	–	0.01%	122
2016 Q2	$26.9K	Hold	150	–	–	0.01%	117
2016 Q1	$26.5K	Hold	150	–	–	0.02%	124
2015 Q4	$26.1K	Hold	150	–	–	0.02%	118
2015 Q3	$24.4K	Hold	150	–	–	0.01%	126
2015 Q2	$26.4K	Hold	150	–	–	0.02%	122
2015 Q1	$26.6K	Hold	150	–	–	0.02%	111
2014 Q4	$26.7K	Hold	150	–	–	0.02%	112
2014 Q3	$25.5K	Hold	150	–	–	0.02%	107
2014 Q2	$25.2K	Hold	150	–	–	0.02%	108
2014 Q1	$24.6K	Hold	150	–	–	0.02%	107
2013 Q4	$26.7K	Buy	+150	New	+$23.6K	0.02%	112

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $3.86B AUM 48.92% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's DIA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 163 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #137.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DIA in Q4 2013 and has held it in 50 quarters since. The position peaked at $117K in Q1 2021. 568 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 163 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $85.3K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #137 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $117K in Q1 2021.
568 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.