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Wealthcare Advisory Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wealthcare Advisory Partners’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 		$1.18M Sell
2,264
-953
-30% -$476K 0.02% 475
2026
Q1 		$1.49M Buy
3,217
+416
+15% +$202K 0.03% 423
2025
Q4 		$1.35M Sell
2,801
-63
-2% -$29.8K 0.03% 442
2025
Q3 		$1.33M Sell
2,864
-2,033
-42% -$916K 0.03% 429
2025
Q2 		$2.16M Buy
4,897
+1,174
+32% +$487K 0.05% 311
2025
Q1 		$1.56M Sell
3,723
-1,025
-22% -$443K 0.04% 345
2024
Q4 		$2.02M Buy
4,748
+862
+22% +$373K 0.06% 268
2024
Q3 		$1.64M Sell
3,886
-622
-14% -$253K 0.05% 304
2024
Q2 		$1.76M Sell
4,508
-675
-13% -$262K 0.06% 258
2024
Q1 		$2.06M Buy
5,183
+2,382
+85% +$918K 0.07% 223
2023
Q4 		$1.06M Sell
2,801
-73
-3% -$25.5K 0.04% 306
2023
Q3 		$963K Buy
2,874
+119
+4% +$41.3K 0.04% 289
2023
Q2 		$947K Sell
2,755
-54
-2% -$18.2K 0.04% 300
2023
Q1 		$934K Sell
2,809
-126
-4% -$41.9K 0.04% 307
2022
Q4 		$972K Sell
2,935
-374
-11% -$122K 0.05% 280
2022
Q3 		$951K Sell
3,309
-785
-19% -$250K 0.05% 246
2022
Q2 		$1.26M Sell
4,094
-337
-8% -$110K 0.08% 176
2022
Q1 		$1.54M Sell
4,431
-706
-14% -$245K 0.09% 132
2021
Q4 		$1.87M Sell
5,137
-91
-2% -$32.3K 0.11% 110
2021
Q3 		$1.77M Buy
5,228
+870
+20% +$304K 0.12% 115
2021
Q2 		$1.5M Buy
4,358
+338
+8% +$115K 0.1% 135
2021
Q1 		$1.33M Buy
4,020
+525
+15% +$166K 0.1% 133
2020
Q4 		$1.07M Buy
3,495
+1,870
+115% +$544K 0.1% 139
2020
Q3 		$451K Buy
1,625
+484
+42% +$132K 0.05% 212
2020
Q2 		$294K Buy
1,141
+287
+34% +$70.6K 0.04% 244
2020
Q1 		$187K Sell
854
-117
-12% -$31.1K 0.03% 268
2019
Q4 		$277K Sell
971
-284
-23% -$78.2K 0.04% 250
2019
Q3 		$338K Buy
1,255
+12
+1% +$3.2K 0.05% 192
2019
Q2 		$330K Sell
1,243
-12
-1% -$3.13K 0.05% 192
2019
Q1 		$325K Buy
1,255
+52
+4% +$13.1K 0.06% 173
2018
Q4 		$281K Buy
1,203
+433
+56% +$108K 0.05% 168
2018
Q3 		$204K Buy
770
+25
+3% +$6.4K 0.04% 218
2018
Q2 		$181K Buy
745
+160
+27% +$39.3K 0.04% 228
2018
Q1 		$141K Buy
585
+396
+210% +$99.5K 0.03% 231
2017
Q4 		$47K Hold
189
– – 0.01% 382
2017
Q3 		$42K Buy
+189
New +$41.4K 0.01% 324

Other funds holding DIA

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
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