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 Q3	$5.19M	Hold	10,200	–	–	2.54%	15
2026 Q2	$5.33M	Hold	10,200	–	–	2.62%	15
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

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

AtlasMark Financial's DIA Position: Q3 2026 in Review

AtlasMark Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 10,200 shares worth $5.19M. The position accounts for 2.54% of the portfolio, ranked #15.

AtlasMark Financial first reported a position in DIA in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.33M in Q2 2026. 630 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

AtlasMark Financial held 10,200 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.19M as of Q3 2026.
AtlasMark Financial left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.54% of AtlasMark Financial's portfolio in Q3 2026, its #15 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 24 quarters since.
AtlasMark Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.33M in Q2 2026.
630 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.