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

Marmo 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	$299K	Buy	+645	New	+$312K	0.15%	31
2025 Q3	–	Sell	-636	Closed	-$280K	–	33
2025 Q2	$280K	Buy	+636	New	+$264K	0.14%	26
2025 Q1	–	Sell	-633	Closed	-$269K	–	28
2024 Q4	$269K	Hold	633	–	–	0.15%	24
2024 Q3	$268K	Hold	633	–	–	0.14%	25
2024 Q2	$248K	Hold	633	–	–	0.15%	25
2024 Q1	$252K	Hold	633	–	–	0.15%	24
2023 Q4	$239K	Hold	633	–	–	0.18%	16
2023 Q3	$212K	Hold	633	–	–	0.2%	16
2023 Q2	$218K	Hold	633	–	–	0.2%	16
2023 Q1	$211K	Buy	+633	New	+$210K	0.2%	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

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

Marmo Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 645 shares worth $299K. The stake represents 0.15% of the portfolio and ranks #31 among its holdings. This is a return to the name: Marmo Financial Group previously reported a position in DIA as recently as Q2 2025.

Marmo Financial Group first reported a position in DIA in Q1 2023 and has held it in 10 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Marmo Financial Group held 645 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $299K as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Marmo Financial Group position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Marmo Financial Group's portfolio in Q1 2026, its #31 holding.
Marmo Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 10 quarters since.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.