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

Houlihan Financial Resource 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 Q1	$452K	Hold	976	–	–	0.18%	78
2025 Q4	$471K	Buy	+976	New	+$462K	0.18%	78
2025 Q3	–	Sell	-975	Closed	-$430K	–	82
2025 Q2	$430K	Buy	975 +1	+0.1%	+$415	0.18%	78
2025 Q1	$409K	Hold	974	–	–	0.18%	77
2024 Q4	$414K	Hold	974	–	–	0.18%	79
2024 Q3	$412K	Buy	974 +1	+0.1%	+$406	0.17%	82
2024 Q2	$381K	Buy	+973	New	+$378K	0.26%	49
2023 Q3	–	Sell	-17,206	Closed	-$5.79M	–	111
2023 Q2	$5.79M	Buy	+17,206	New	+$5.79M	0.18%	47
2020 Q3	$117K	Buy	+399	New	+$109K	0.07%	122

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

Houlihan Financial Resource Group's DIA Position: Q1 2026 in Review

Houlihan Financial Resource Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 976 shares worth $452K. The position accounts for 0.18% of the portfolio, ranked #78.

Houlihan Financial Resource Group first reported a position in DIA in Q3 2020 and has held it in 9 quarters since. The position peaked at $5.79M in Q2 2023. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Houlihan Financial Resource Group held 976 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $452K as of Q1 2026.
Houlihan Financial Resource Group 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 0.18% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #78 holding.
Houlihan Financial Resource Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 9 quarters since.
Houlihan Financial Resource Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.79M in Q2 2023.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.