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

JDM 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 Q1	$697K	Hold	1,505	–	–	0.27%	36
2025 Q4	$723K	Hold	1,505	–	–	0.28%	36
2025 Q3	$698K	Buy	1,505 +77	+5%	+$34.7K	0.29%	33
2025 Q2	$629K	Hold	1,428	–	–	0.3%	32
2025 Q1	$600K	Sell	1,428 -62	-4%	-$26.8K	0.3%	32
2024 Q4	$634K	Hold	1,490	–	–	0.33%	29
2024 Q3	$630K	Sell	1,490 -14	-0.9%	-$5.69K	0.34%	28
2024 Q2	$588K	Sell	1,504 -268	-15%	-$104K	0.4%	23
2024 Q1	$705K	Sell	1,772 -676	-28%	-$260K	0.51%	21
2023 Q4	$922K	Buy	2,448 +4	+0.2%	+$1.4K	0.77%	17
2023 Q3	$819K	Buy	2,444 +3	+0.1%	+$1.04K	0.75%	17
2023 Q2	$839K	Buy	2,441 +5	+0.2%	+$1.68K	0.73%	17
2023 Q1	$810K	Sell	2,436 -156	-6%	-$51.8K	0.75%	17
2022 Q4	$859K	Buy	+2,592	New	+$843K	0.82%	17

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

JDM Financial Group's DIA Position: Q1 2026 in Review

JDM Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,505 shares worth $697K. The position accounts for 0.27% of the portfolio, ranked #36.

JDM Financial Group first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $922K in Q4 2023. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

JDM Financial Group held 1,505 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $697K as of Q1 2026.
JDM Financial 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 0.27% of JDM Financial Group's portfolio in Q1 2026, its #36 holding.
JDM Financial Group 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.
JDM Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $922K in Q4 2023.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.