World Equity Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

World Equity Group’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	$674K	Buy	1,290 +575	+80%	+$287K	0.15%	153
2026 Q1	$331K	Sell	715 -9	-1%	-$4.36K	0.09%	271
2025 Q4	$348K	Sell	724 -1	-0.1%	-$473	0.1%	231
2025 Q3	$336K	Sell	725 -1,131	-61%	-$510K	0.08%	251
2025 Q2	$818K	Buy	1,856 +1,179	+174%	+$489K	0.22%	96
2025 Q1	$284K	Sell	677 -699	-51%	-$302K	0.08%	234
2024 Q4	$585K	Buy	1,376 +683	+99%	+$296K	0.13%	172
2024 Q3	$293K	Sell	693 -54	-7%	-$21.9K	0.11%	183
2024 Q2	$292K	Buy	747 +35	+5%	+$13.6K	0.09%	208
2024 Q1	$283K	Sell	712 -8	-1%	-$3.08K	0.06%	251
2023 Q4	$272K	Buy	+720	New	+$252K	0.05%	267
2022 Q2	–	Sell	-583	Closed	-$202K	–	351
2022 Q1	$202K	Buy	+583	New	+$202K	0.04%	342

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