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

Leeward Financial 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 Q2	$449K	Buy	859 +25	+3%	+$12.5K	0.12%	75
2026 Q1	$386K	Hold	834	–	–	0.11%	72
2025 Q4	$401K	Sell	834 -71	-8%	-$33.6K	0.11%	71
2025 Q3	$420K	Hold	905	–	–	0.12%	72
2025 Q2	$399K	Buy	+905	New	+$376K	0.13%	68

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

Leeward Financial Partners's DIA Position: Q2 2026 in Review

Leeward Financial Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3% in Q2 2026, buying an estimated $12.5K and bringing the position to 859 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #75.

Leeward Financial Partners first reported a position in DIA in Q2 2025 and has held it in 5 quarters since. 1,439 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Leeward Financial Partners held 859 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $449K as of Q2 2026.
Leeward Financial Partners bought 25 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $12.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Leeward Financial Partners's portfolio in Q2 2026, its #75 holding.
Leeward Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,439 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.