Pacific Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $601K | Sell |
1,297
-89
| -6% | -$43.1K | 0.32% | 61 |
|
|
2025
Q4 | $666K | Sell |
1,386
-718
| -34% | -$340K | 0.37% | 55 |
|
|
2025
Q3 | $976K | Sell |
2,104
-27
| -1% | -$12.2K | 0.72% | 31 |
|
|
2025
Q2 | $939K | Sell |
2,131
-12
| -0.6% | -$4.98K | 0.73% | 30 |
|
|
2025
Q1 | $900K | Hold |
2,143
| – | – | 0.73% | 29 |
|
|
2024
Q4 | $912K | Sell |
2,143
-43
| -2% | -$18.6K | 0.68% | 33 |
|
|
2024
Q3 | $925K | Hold |
2,186
| – | – | 0.68% | 33 |
|
|
2024
Q2 | $855K | Sell |
2,186
-18
| -0.8% | -$6.99K | 0.61% | 38 |
|
|
2024
Q1 | $877K | Sell |
2,204
-8
| -0.4% | -$3.08K | 0.6% | 37 |
|
|
2023
Q4 | $834K | Hold |
2,212
| – | – | 0.62% | 38 |
|
|
2023
Q3 | $741K | Sell |
2,212
-31
| -1% | -$10.8K | 0.48% | 42 |
|
|
2023
Q2 | $771K | Sell |
2,243
-7
| -0.3% | -$2.36K | 0.51% | 38 |
|
|
2023
Q1 | $748K | Buy |
2,250
+31
| +1% | +$10.3K | 0.56% | 32 |
|
|
2022
Q4 | $735K | Sell |
2,219
-95
| -4% | -$30.9K | 0.55% | 31 |
|
|
2022
Q3 | $665K | Sell |
2,314
-432
| -16% | -$137K | 0.6% | 33 |
|
|
2022
Q2 | $845K | Hold |
2,746
| – | – | 0.63% | 30 |
|
|
2022
Q1 | $952K | Hold |
2,746
| – | – | 0.62% | 37 |
|
|
2021
Q4 | $996K | Hold |
2,746
| – | – | 0.65% | 35 |
|
|
2021
Q3 | $929K | Sell |
2,746
-282
| -9% | -$98.5K | 0.66% | 36 |
|
|
2021
Q2 | $1.04M | Hold |
3,028
| – | – | 0.72% | 37 |
|
|
2021
Q1 | $1M | Sell |
3,028
-123
| -4% | -$38.8K | 0.81% | 29 |
|
|
2020
Q4 | $964K | Sell |
3,151
-170
| -5% | -$49.5K | 0.85% | 33 |
|
|
2020
Q3 | $922K | Sell |
3,321
-1,056
| -24% | -$288K | 0.72% | 36 |
|
|
2020
Q2 | $960K | Hold |
4,377
| – | – | 1% | 30 |
|
|
2020
Q1 | $960K | Buy |
4,377
+196
| +5% | +$52.1K | 0.99% | 30 |
|
|
2019
Q4 | $1.19M | Buy |
4,181
+318
| +8% | +$87.6K | 0.12% | 57 |
|
|
2019
Q3 | $1.03M | Sell |
3,863
-1
| -0% | -$267 | 0.11% | 52 |
|
|
2019
Q2 | $1M | Buy |
3,864
+346
| +10% | +$90.3K | 0.12% | 49 |
|
|
2019
Q1 | $912K | Hold |
3,518
| – | – | 0.11% | 50 |
|
|
2018
Q4 | $820K | Buy |
+3,518
| New | +$878K | 0.13% | 44 |
|
|
2016
Q2 | $890K | Buy |
+4,974
| New | +$883K | 1.59% | 18 |
|
|
2015
Q4 | $1.11M | Sell |
6,398
-85
| -1% | -$14.8K | 2.07% | 11 |
|
|
2015
Q3 | $1.05M | Sell |
6,483
-3,815
| -37% | -$651K | 1.38% | 20 |
|
|
2015
Q2 | $1.81M | Sell |
10,298
-1,109
| -10% | -$200K | 2.06% | 13 |
|
|
2015
Q1 | $2.03M | Sell |
11,407
-81
| -0.7% | -$14.4K | 2.64% | 11 |
|
|
2014
Q4 | $2.04M | Buy |
11,488
+81
| +0.7% | +$14K | 0.6% | 20 |
|
|
2014
Q3 | $1.94M | Sell |
11,407
-308
| -3% | -$52.2K | 1.99% | 9 |
|
|
2014
Q2 | $1.97M | Sell |
11,715
-161
| -1% | -$26.7K | 3.12% | 8 |
|
|
2014
Q1 | $1.95M | Sell |
11,876
-127
| -1% | -$20.5K | 0.81% | 16 |
|
|
2013
Q4 | $1.99M | Sell |
12,003
-178
| -1% | -$28K | 3.82% | 8 |
|
|
2013
Q3 | $1.84M | Sell |
12,181
-240
| -2% | -$36.6K | 1.3% | 19 |
|
|
2013
Q2 | $1.84M | Buy |
+12,421
| New | +$1.86M | 4.03% | 10 |
|
Other funds holding DIA
Pacific Financial Group's DIA Position: Q1 2026 in Review
Pacific Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.4% in Q1 2026, selling an estimated $43.1K and leaving 1,297 shares worth $601K. The position accounts for 0.32% of the portfolio, ranked #61.
Pacific Financial Group first reported a position in DIA in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.04M in Q4 2014. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Pacific Financial Group held 1,297 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $601K as of Q1 2026.
- Pacific Financial Group sold 89 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $43.1K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.32% of Pacific Financial Group's portfolio in Q1 2026, its #61 holding.
- Pacific Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 42 quarters since.
- Pacific Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.04M in Q4 2014.
- 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.