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

Athena Investment 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 Q1	$499K	Hold	1,078	–	–	0.26%	91
2025 Q4	$518K	Hold	1,078	–	–	0.27%	89
2025 Q3	$500K	Sell	1,078 -55	-5%	-$24.8K	0.26%	91
2025 Q2	$499K	Hold	1,133	–	–	0.28%	87
2025 Q1	$476K	Hold	1,133	–	–	0.29%	81
2024 Q4	$482K	Hold	1,133	–	–	0.28%	85
2024 Q3	$479K	Hold	1,133	–	–	0.27%	90
2024 Q2	$443K	Hold	1,133	–	–	0.27%	87
2024 Q1	$451K	Hold	1,133	–	–	0.27%	87
2023 Q4	$427K	Hold	1,133	–	–	0.28%	88
2023 Q3	$380K	Hold	1,133	–	–	0.27%	90
2023 Q2	$390K	Hold	1,133	–	–	0.27%	90
2023 Q1	$377K	Hold	1,133	–	–	0.27%	92
2022 Q4	$375K	Hold	1,133	–	–	0.28%	86
2022 Q3	$326K	Hold	1,133	–	–	0.27%	88
2022 Q2	$349K	Hold	1,133	–	–	0.28%	90
2022 Q1	$390K	Buy	+1,133	New	+$393K	0.3%	71

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Athena Investment Management's DIA Position: Q1 2026 in Review

Athena Investment Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,078 shares worth $499K. The position accounts for 0.26% of the portfolio, ranked #91.

Athena Investment Management first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. The position peaked at $518K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Athena Investment Management held 1,078 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $499K as of Q1 2026.
Athena Investment Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.26% of Athena Investment Management's portfolio in Q1 2026, its #91 holding.
Athena Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $518K in Q4 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.