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

Jefferies 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 Q2	$4.66M	Buy	8,922 +201	+2%	+$100K	0.03%	397
2026 Q1	$4.04M	Sell	8,721 -15,279	-64%	-$7.4M	0.03%	393
2025 Q4	$11.5M	Sell	24,000 -6,668	-22%	-$3.15M	0.06%	287
2025 Q3	$14.2M	Buy	30,668 +25,734	+522%	+$11.6M	0.07%	182
2025 Q2	$2.17M	Sell	4,934 -2,110	-30%	-$876K	0.02%	501
2025 Q1	$2.96M	Buy	7,044 +102	+1%	+$44.1K	0.03%	448
2024 Q4	$2.95M	Sell	6,942 -146	-2%	-$63.2K	0.02%	531
2024 Q3	$3M	Buy	7,088 +358	+5%	+$145K	0.02%	457
2024 Q2	$2.63M	Buy	6,730 +1,561	+30%	+$606K	0.03%	469
2024 Q1	$2.06M	Buy	5,169 +155	+3%	+$59.7K	0.02%	587
2023 Q4	$1.89M	Buy	5,014 +1,851	+59%	+$647K	0.01%	736
2023 Q3	$1.06M	Buy	3,163 +17	+0.5%	+$5.9K	0.01%	820
2023 Q2	$1.08M	Buy	3,146 +303	+11%	+$102K	0.01%	882
2023 Q1	$946K	Buy	2,843 +113	+4%	+$37.5K	0.01%	918
2022 Q4	$905K	Buy	+2,730	New	+$887K	0.01%	902

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

Jefferies Financial Group's DIA Position: Q2 2026 in Review

Jefferies Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.3% in Q2 2026, buying an estimated $100K and bringing the position to 8,922 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #397.

Jefferies Financial Group first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Jefferies Financial Group held 8,922 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.66M as of Q2 2026.
Jefferies Financial Group bought 201 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $100K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #397 holding.
Jefferies Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14.2M in Q3 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.