LOM Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LOM Asset Management’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	$40.7K	Sell	78 -75	-49%	-$37.5K	0.01%	232
2026 Q1	$70.9K	Sell	153 -22	-13%	-$10.7K	0.02%	193
2025 Q4	$84.1K	Hold	175	–	–	0.02%	182
2025 Q3	$81K	Sell	175 -10	-5%	-$4.51K	0.02%	171
2025 Q2	$82K	Buy	+185	New	+$76.8K	0.03%	166

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

LOM Asset Management's DIA Position: Q2 2026 in Review

LOM Asset Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 49% in Q2 2026, selling an estimated $37.5K and leaving 78 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #232.

LOM Asset Management first reported a position in DIA in Q2 2025 and has held it in 5 quarters since. The position peaked at $84.1K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LOM Asset Management held 78 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $40.7K as of Q2 2026.
LOM Asset Management sold 75 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $37.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of LOM Asset Management's portfolio in Q2 2026, its #232 holding.
LOM Asset Management 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.
LOM Asset Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $84.1K in Q4 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 LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.