Wealth Enhancement Advisory Services
DIA icon

Wealth Enhancement Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$30.1M Sell
66,005
-33,152
-33% -$16.1M 0.07% 284
2025
Q4 		$49.1M Sell
99,157
-14,196
-13% -$6.72M 0.07% 257
2025
Q3 		$52.8M Sell
113,353
-3,243
-3% -$1.46M 0.08% 233
2025
Q2 		$52.2M Buy
116,596
+9,100
+8% +$3.78M 0.09% 222
2025
Q1 		$45.1M Buy
107,496
+6,065
+6% +$2.62M 0.09% 224
2024
Q4 		$43.2M Buy
101,431
+2,751
+3% +$1.19M 0.08% 226
2024
Q3 		$41.8M Sell
98,680
-1,391
-1% -$565K 0.09% 219
2024
Q2 		$39.1M Buy
100,071
+63,003
+170% +$24.5M 0.09% 211
2024
Q1 		$14.7M Sell
37,068
-1,218
-3% -$469K 0.04% 380
2023
Q4 		$14.4M Sell
38,286
-5,244
-12% -$1.83M 0.04% 362
2023
Q3 		$14.6M Buy
43,530
+42,784
+5,735% +$14.8M 0.05% 331
2023
Q2 		$257K Buy
746
+14
+2% +$4.71K ﹤0.01% 456
2023
Q1 		$243K Buy
+732
New +$243K ﹤0.01% 477

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return