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

Eaton Financial Holdings’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	$1.43M	Buy	2,733 +77	+3%	+$38.5K	0.39%	51
2026 Q1	$1.23M	Sell	2,656 -177	-6%	-$85.7K	0.4%	52
2025 Q4	$1.36M	Sell	2,833 -399	-12%	-$189K	0.37%	54
2025 Q3	$1.5M	Sell	3,232 -310	-9%	-$140K	0.42%	47
2025 Q2	$1.56M	Sell	3,542 -3,216	-48%	-$1.33M	0.48%	37
2025 Q1	$2.84M	Sell	6,758 -192	-3%	-$83K	1.18%	24
2024 Q4	$2.96M	Sell	6,950 -74	-1%	-$32K	1.14%	23
2024 Q3	$2.97M	Buy	+7,024	New	+$2.85M	1.21%	22
2024 Q1	$2.8M	Buy	7,031 +130	+2%	+$50.1K	1.45%	20
2023 Q4	$2.6M	Buy	6,901 +429	+7%	+$150K	0.63%	50
2023 Q3	$2.17M	Buy	6,472 +118	+2%	+$40.9K	0.58%	53
2023 Q2	$2.18M	Buy	6,354 +108	+2%	+$36.3K	1.65%	13
2023 Q1	$2.08M	Hold	6,246	–	–	1.62%	13
2022 Q4	$2.07M	Buy	+6,246	New	+$2.03M	1.77%	12

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

Eaton Financial Holdings's DIA Position: Q2 2026 in Review

Eaton Financial Holdings increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.9% in Q2 2026, buying an estimated $38.5K and bringing the position to 2,733 shares worth $1.43M. The position accounts for 0.39% of the portfolio, ranked #51.

Eaton Financial Holdings first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.97M in Q3 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Eaton Financial Holdings held 2,733 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.43M as of Q2 2026.
Eaton Financial Holdings bought 77 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $38.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.39% of Eaton Financial Holdings's portfolio in Q2 2026, its #51 holding.
Eaton Financial Holdings first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.97M in Q3 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.