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

Atomi Financial 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	$4.04M	Sell	7,726 -1,071	-12%	-$535K	0.11%	152
2026 Q1	$4.07M	Buy	8,797 +344	+4%	+$167K	0.13%	135
2025 Q4	$4.06M	Sell	8,453 -2,568	-23%	-$1.21M	0.12%	137
2025 Q3	$5.11M	Buy	11,021 +239	+2%	+$108K	0.17%	104
2025 Q2	$4.75M	Buy	10,782 +1,799	+20%	+$747K	0.18%	94
2025 Q1	$3.77M	Buy	8,983 +1,194	+15%	+$516K	0.17%	100
2024 Q4	$3.31M	Buy	7,789 +833	+12%	+$361K	0.17%	102
2024 Q3	$2.94M	Buy	6,956 +529	+8%	+$215K	0.18%	99
2024 Q2	$2.51M	Buy	6,427 +1,093	+20%	+$424K	0.19%	97
2024 Q1	$2.12M	Buy	5,334 +377	+8%	+$145K	0.2%	111
2023 Q4	$1.87M	Buy	+4,957	New	+$1.73M	0.26%	83

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomi Financial Group's DIA Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q2 2026, selling an estimated $535K and leaving 7,726 shares worth $4.04M. The position accounts for 0.11% of the portfolio, ranked #152.

Atomi Financial Group first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.11M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Atomi Financial Group held 7,726 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.04M as of Q2 2026.
Atomi Financial Group sold 1,071 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $535K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of Atomi Financial Group's portfolio in Q2 2026, its #152 holding.
Atomi Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Atomi Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.11M in Q3 2025.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.