Jackson Hole Capital Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Jackson Hole Capital Partners’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	$1.91M	Hold	4,134	–	–	0.32%	82
2025 Q4	$1.99M	Sell	4,134 -13	-0.3%	-$6.15K	0.34%	81
2025 Q3	$1.92M	Buy	4,147 +192	+5%	+$86.5K	0.33%	86
2025 Q2	$1.74M	Hold	3,955	–	–	0.32%	88
2025 Q1	$1.66M	Hold	3,955	–	–	0.33%	83
2024 Q4	$1.68M	Hold	3,955	–	–	0.34%	80
2024 Q3	$1.67M	Hold	3,955	–	–	0.35%	79
2024 Q2	$1.55M	Hold	3,955	–	–	0.34%	80
2024 Q1	$1.57M	Hold	3,955	–	–	0.35%	80
2023 Q4	$1.49M	Buy	3,955 +10	+0.3%	+$3.49K	0.38%	71
2023 Q3	$1.32M	Buy	3,945 +18	+0.5%	+$6.24K	0.39%	70
2023 Q2	$1.35M	Buy	3,927 +20	+0.5%	+$6.73K	0.37%	71
2023 Q1	$1.3M	Buy	3,907 +19	+0.5%	+$6.31K	0.34%	73
2022 Q4	$1.29M	Buy	3,888 +20	+0.5%	+$6.5K	0.38%	69
2022 Q3	$1.11M	Buy	+3,868	New	+$1.23M	0.34%	78

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

Jackson Hole Capital Partners's DIA Position: Q1 2026 in Review

Jackson Hole Capital Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 4,134 shares worth $1.91M. The position accounts for 0.32% of the portfolio, ranked #82.

Jackson Hole Capital Partners first reported a position in DIA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.99M in Q4 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Jackson Hole Capital Partners held 4,134 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.91M as of Q1 2026.
Jackson Hole Capital Partners 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 0.32% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #82 holding.
Jackson Hole Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 15 quarters since.
Jackson Hole Capital Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.99M in Q4 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.