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

Littlejohn Financial Services’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 		$5.77M Buy
+11,048
New +$5.52M 4.19% 5
2025
Q2 		– Sell
-11,861
Closed -$4.98M – 65
2025
Q1 		$4.98M Buy
11,861
+263
+2% +$114K 3.93% 5
2024
Q4 		$4.94M Buy
+11,598
New +$5.02M 4.42% 4

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Littlejohn Financial Services's DIA Position: Q2 2026 in Review

Littlejohn Financial Services opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 11,048 shares worth $5.77M. The stake represents 4.19% of the portfolio and ranks #5 among its holdings. This is a return to the name: Littlejohn Financial Services previously reported a position in DIA as recently as Q1 2025.

Littlejohn Financial Services first reported a position in DIA in Q4 2024 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Littlejohn Financial Services held 11,048 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.77M as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Littlejohn Financial Services position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.19% of Littlejohn Financial Services's portfolio in Q2 2026, its #5 holding.
  • Littlejohn Financial Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.