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

Moment 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	$248K	Sell	475 -27	-5%	-$13.5K	0.04%	91
2026 Q1	$233K	Hold	502	–	–	0.04%	105
2025 Q4	$242K	Hold	502	–	–	0.05%	94
2025 Q3	$233K	Sell	502 -20	-4%	-$9.01K	0.04%	108
2025 Q2	$230K	Sell	522 -7	-1%	-$2.9K	0.04%	103
2025 Q1	$222K	Sell	529 -28	-5%	-$12.1K	0.04%	107
2024 Q4	$237K	Buy	+557	New	+$241K	0.05%	106

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Moment Partners's DIA Position: Q2 2026 in Review

Moment Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.4% in Q2 2026, selling an estimated $13.5K and leaving 475 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #91.

Moment Partners first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Moment Partners held 475 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $248K as of Q2 2026.
Moment Partners sold 27 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $13.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Moment Partners's portfolio in Q2 2026, its #91 holding.
Moment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 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 Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.