AtlasMark Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

AtlasMark Financial’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	$4.9M	Hold	10,200	–	–	3.17%	10
2025 Q4	$4.9M	Hold	10,200	–	–	3.17%	10
2025 Q3	$4.73M	Sell	10,200 -200	-2%	-$90.1K	3.16%	10
2025 Q2	$4.58M	Hold	10,400	–	–	3.49%	10
2025 Q1	$4.37M	Hold	10,400	–	–	4.05%	6
2024 Q4	$4.43M	Hold	10,400	–	–	4.07%	6
2024 Q3	$4.4M	Buy	+10,400	New	+$4.23M	4.09%	6
2023 Q2	$3.58M	Hold	10,400	–	–	4.39%	6
2023 Q1	$3.46M	Buy	+10,400	New	+$3.46M	4.53%	6
2022 Q3	$2.99M	Hold	10,400	–	–	4.47%	6
2022 Q2	$3.2M	Hold	10,400	–	–	4.63%	6
2022 Q1	$3.61M	Hold	10,400	–	–	4.62%	6
2021 Q4	$3.78M	Hold	10,400	–	–	4.57%	5
2021 Q3	$3.52M	Hold	10,400	–	–	4.7%	5
2021 Q2	$3.59M	Hold	10,400	–	–	4.7%	6
2021 Q1	$3.43M	Hold	10,400	–	–	4.8%	6
2020 Q4	$3.18M	Hold	10,400	–	–	4.81%	6
2020 Q3	$2.89M	Hold	10,400	–	–	5%	5
2020 Q2	$2.68M	Hold	10,400	–	–	5.29%	5
2020 Q1	$2.28M	Hold	10,400	–	–	5.69%	5
2019 Q4	$2.97M	Hold	10,400	–	–	6.8%	3
2019 Q3	$2.8M	Buy	+10,400	New	+$2.78M	6.98%	3

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

AtlasMark Financial's DIA Position: Q1 2026 in Review

AtlasMark Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 10,200 shares worth $4.9M. The position accounts for 3.17% of the portfolio, ranked #10.

AtlasMark Financial first reported a position in DIA in Q3 2019 and has held it in 22 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

AtlasMark Financial held 10,200 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.9M as of Q1 2026.
AtlasMark Financial 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 3.17% of AtlasMark Financial's portfolio in Q1 2026, its #10 holding.
AtlasMark Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2019 and has held it in 22 quarters since.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.