Y-Intercept (HK)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Y-Intercept (HK)’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	–	Sell	-3,467	Closed	-$1.61M	–	1805
2026 Q1	$1.61M	Buy	+3,467	New	+$1.68M	0.03%	817
2025 Q2	–	Sell	-1,621	Closed	-$681K	–	1703
2025 Q1	$681K	Sell	1,621 -2,676	-62%	-$1.16M	0.05%	566
2024 Q4	$1.83M	Buy	+4,297	New	+$1.86M	0.12%	227
2023 Q3	–	Sell	-1,140	Closed	-$392K	–	1160
2023 Q2	$392K	Buy	1,140 +515	+82%	+$173K	0.04%	666
2023 Q1	$208K	Sell	625 -1,044	-63%	-$347K	0.02%	951
2022 Q4	$553K	Sell	1,669 -3,436	-67%	-$1.12M	0.08%	401
2022 Q3	$1.47M	Buy	5,105 +4,371	+596%	+$1.39M	0.15%	208
2022 Q2	$226K	Buy	+734	New	+$240K	0.03%	650
2022 Q1	–	Sell	-1,035	Closed	-$376K	–	773
2021 Q4	$376K	Buy	+1,035	New	+$368K	0.09%	327
2021 Q2	–	Sell	-2,950	Closed	-$976K	–	680
2021 Q1	$976K	Buy	+2,950	New	+$931K	0.26%	95

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