Essex Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.35M | Buy |
5,072
+3
| +0.1% | +$1.45K | 0.13% | 157 |
|
|
2025
Q4 | $2.44M | Buy |
5,069
+299
| +6% | +$141K | 0.14% | 147 |
|
|
2025
Q3 | $2.21M | Buy |
4,770
+3
| +0.1% | +$1.35K | 0.13% | 152 |
|
|
2025
Q2 | $2.1M | Sell |
4,767
-73
| -2% | -$30.3K | 0.14% | 147 |
|
|
2025
Q1 | $2.03M | Sell |
4,840
-38
| -0.8% | -$16.4K | 0.15% | 139 |
|
|
2024
Q4 | $2.08M | Sell |
4,878
-372
| -7% | -$161K | 0.15% | 135 |
|
|
2024
Q3 | $2.25M | Sell |
5,250
-27
| -0.5% | -$11K | 0.16% | 119 |
|
|
2024
Q2 | $2.08M | Buy |
5,277
+661
| +14% | +$257K | 0.15% | 127 |
|
|
2024
Q1 | $1.84M | Buy |
4,616
+3
| +0.1% | +$1.16K | 0.17% | 121 |
|
|
2023
Q4 | $1.74M | Sell |
4,613
-34
| -0.7% | -$11.9K | 0.18% | 118 |
|
|
2023
Q3 | $1.56M | Sell |
4,647
-25
| -0.5% | -$8.67K | 0.18% | 118 |
|
|
2023
Q2 | $1.61M | Buy |
4,672
+299
| +7% | +$101K | 0.18% | 118 |
|
|
2023
Q1 | $1.45M | Sell |
4,373
-1
| -0% | -$332 | 0.15% | 138 |
|
|
2022
Q4 | $1.45M | Buy |
4,374
+59
| +1% | +$19.2K | 0.15% | 136 |
|
|
2022
Q3 | $1.24M | Buy |
4,315
+576
| +15% | +$183K | 0.15% | 140 |
|
|
2022
Q2 | $1.15M | Buy |
3,739
+1
| +0% | +$327 | 0.13% | 159 |
|
|
2022
Q1 | $1.3M | Buy |
3,738
+1
| +0% | +$347 | 0.12% | 166 |
|
|
2021
Q4 | $1.36M | Buy |
3,737
+125
| +3% | +$44.4K | 0.13% | 161 |
|
|
2021
Q3 | $1.22M | Buy |
3,612
+506
| +16% | +$177K | 0.14% | 156 |
|
|
2021
Q2 | $1.03M | Hold |
3,106
| – | – | 0.15% | 147 |
|
|
2021
Q1 | $1.03M | Buy |
3,106
+164
| +6% | +$51.8K | 0.18% | 125 |
|
|
2020
Q4 | $900K | Buy |
2,942
+398
| +16% | +$116K | 0.18% | 126 |
|
|
2020
Q3 | $706K | Buy |
2,544
+736
| +41% | +$201K | 0.17% | 122 |
|
|
2020
Q2 | $466K | Buy |
1,808
+697
| +63% | +$171K | 0.14% | 139 |
|
|
2020
Q1 | $244K | Buy |
+1,111
| New | +$295K | 0.09% | 205 |
|
|
2018
Q4 | – | Sell |
-850
| Closed | -$225K | – | 259 |
|
|
2018
Q3 | $225K | Buy |
+850
| New | +$218K | 0.05% | 257 |
|
|
2018
Q2 | – | Sell |
-1,781
| Closed | -$430K | – | 290 |
|
|
2018
Q1 | $430K | Buy |
+1,781
| New | +$447K | 0.08% | 220 |
|
|
2017
Q3 | – | Sell |
-2,032
| Closed | -$433K | – | 288 |
|
|
2017
Q2 | $433K | Buy |
2,032
+700
| +53% | +$147K | 0.09% | 213 |
|
|
2017
Q1 | $275K | Sell |
1,332
-250
| -16% | -$51K | 0.06% | 259 |
|
|
2016
Q4 | $312K | Buy |
+1,582
| New | +$298K | 0.07% | 246 |
|
|
2016
Q3 | – | Sell |
-1,182
| Closed | -$212K | – | 309 |
|
|
2016
Q2 | $212K | Hold |
1,182
| – | – | 0.05% | 276 |
|
|
2016
Q1 | $209K | Sell |
1,182
-170
| -13% | -$28.3K | 0.05% | 283 |
|
|
2015
Q4 | $235K | Hold |
1,352
| – | – | 0.06% | 271 |
|
|
2015
Q3 | $220K | Buy |
1,352
+96
| +8% | +$16.4K | 0.06% | 285 |
|
|
2015
Q2 | $221K | Sell |
1,256
-300
| -19% | -$54K | 0.06% | 292 |
|
|
2015
Q1 | $276K | Buy |
1,556
+250
| +19% | +$44.5K | 0.07% | 252 |
|
|
2014
Q4 | $232K | Buy |
+1,306
| New | +$226K | 0.06% | 279 |
|
Other funds holding DIA
Essex Financial Services's DIA Position: Q1 2026 in Review
Essex Financial Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.06% in Q1 2026, buying an estimated $1.45K and bringing the position to 5,072 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #157.
Essex Financial Services first reported a position in DIA in Q4 2014 and has held it in 37 quarters since. The position peaked at $2.44M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Essex Financial Services held 5,072 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.35M as of Q1 2026.
- Essex Financial Services bought 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.45K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Essex Financial Services's portfolio in Q1 2026, its #157 holding.
- Essex Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2014 and has held it in 37 quarters since.
- Essex Financial Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.44M in Q4 2025.
- 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.