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

Wealthcare Capital 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	$396K	Hold	759	–	–	0.04%	73
2026 Q1	$352K	Hold	759	–	–	0.04%	72
2025 Q4	$365K	Hold	759	–	–	0.04%	67
2025 Q3	$352K	Hold	759	–	–	0.04%	65
2025 Q2	$334K	Hold	759	–	–	0.04%	64
2025 Q1	$319K	Hold	759	–	–	0.03%	67
2024 Q4	$323K	Hold	759	–	–	0.03%	71
2024 Q3	$321K	Hold	759	–	–	0.03%	66
2024 Q2	$297K	Hold	759	–	–	0.03%	67
2024 Q1	$302K	Hold	759	–	–	0.03%	69
2023 Q4	$286K	Hold	759	–	–	0.03%	71
2023 Q3	$254K	Hold	759	–	–	0.03%	66
2023 Q2	$261K	Hold	759	–	–	0.03%	67
2023 Q1	$252K	Hold	759	–	–	0.03%	63
2022 Q4	$251K	Hold	759	–	–	0.03%	67
2022 Q3	$218K	Hold	759	–	–	0.03%	61
2022 Q2	$234K	Hold	759	–	–	0.03%	61
2022 Q1	$263K	Hold	759	–	–	0.03%	69
2021 Q4	$276K	Hold	759	–	–	0.03%	73
2021 Q3	$257K	Hold	759	–	–	0.02%	70
2021 Q2	$262K	Hold	759	–	–	0.03%	65
2021 Q1	$251K	Hold	759	–	–	0.03%	62
2020 Q4	$232K	Hold	759	–	–	0.02%	57
2020 Q3	$211K	Buy	+759	New	+$207K	0.02%	57
2020 Q2	–	Sell	-759	Closed	-$166K	–	97
2020 Q1	$166K	Hold	759	–	–	0.02%	54
2019 Q4	$216K	Hold	759	–	–	0.03%	52
2019 Q3	$204K	Hold	759	–	–	0.03%	52
2019 Q2	$202K	Sell	759 -47	-6%	-$12.3K	0.03%	52
2019 Q1	$209K	Hold	806	–	–	0.03%	54
2018 Q4	$188K	Hold	806	–	–	0.03%	53
2018 Q3	$213K	Hold	806	–	–	0.03%	45
2018 Q2	$196K	Hold	806	–	–	0.02%	47
2018 Q1	$195K	Hold	806	–	–	0.02%	46
2017 Q4	$199K	Hold	806	–	–	0.02%	45
2017 Q3	$180K	Hold	806	–	–	0.02%	45
2017 Q2	$172K	Hold	806	–	–	0.02%	49
2017 Q1	$166K	Buy	806 +759	+1,615%	+$155K	0.02%	50
2016 Q4	$9K	Hold	47	–	–	﹤0.01%	125
2016 Q3	$9K	Hold	47	–	–	﹤0.01%	126
2016 Q2	$8K	Hold	47	–	–	﹤0.01%	127
2016 Q1	$8K	Hold	47	–	–	﹤0.01%	137
2015 Q4	$8K	Hold	47	–	–	﹤0.01%	150
2015 Q3	$8K	Sell	47 -38	-45%	-$6.49K	﹤0.01%	165
2015 Q2	$15K	Sell	85 -605	-88%	-$109K	﹤0.01%	172
2015 Q1	$123K	Buy	690 +643	+1,368%	+$114K	0.01%	135
2014 Q4	$8K	Hold	47	–	–	﹤0.01%	139
2014 Q3	$8K	Hold	47	–	–	﹤0.01%	171
2014 Q2	$8K	Hold	47	–	–	﹤0.01%	134
2014 Q1	$8K	Hold	47	–	–	﹤0.01%	130
2013 Q4	$8K	Hold	47	–	–	﹤0.01%	84
2013 Q3	$7K	Hold	47	–	–	﹤0.01%	84
2013 Q2	$7K	Buy	+47	New	+$7.02K	﹤0.01%	89

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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 $3.8B 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

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return