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

Wedmont Private Capital’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	$373K	Hold	709	–	–	0.01%	661
2026 Q1	$340K	Buy	709 +13	+2%	+$6.3K	0.01%	623
2025 Q4	$341K	Sell	696 -26	-4%	-$12.3K	0.01%	605
2025 Q3	$336K	Sell	722 -40	-5%	-$18K	0.01%	589
2025 Q2	$339K	Sell	762 -21	-3%	-$8.71K	0.01%	534
2025 Q1	$314K	Buy	783 +1	+0.1%	+$432	0.02%	503
2024 Q4	$328K	Sell	782 -659	-46%	-$285K	0.02%	512
2024 Q3	$605K	Buy	1,441 +150	+12%	+$60.9K	0.03%	309
2024 Q2	$517K	Hold	1,291	–	–	0.03%	335
2024 Q1	$502K	Sell	1,291 -21	-2%	-$8.09K	0.04%	319
2023 Q4	$494K	Hold	1,312	–	–	0.04%	311
2023 Q3	$441K	Sell	1,312 -53	-4%	-$18.4K	0.04%	285
2023 Q2	$471K	Buy	+1,365	New	+$459K	0.05%	255

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