Ring Mountain Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Ring Mountain Capital’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	$505K	Sell	1,090 -1	-0.1%	-$484	0.28%	54
2025 Q4	$538K	Sell	1,091 -45	-4%	-$21.3K	0.28%	50
2025 Q3	$527K	Hold	1,136	–	–	0.29%	47
2025 Q2	$504K	Hold	1,136	–	–	0.31%	49
2025 Q1	$477K	Hold	1,136	–	–	0.36%	48
2024 Q4	$483K	Buy	+1,136	New	+$492K	0.32%	50

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

Ring Mountain Capital's DIA Position: Q1 2026 in Review

Ring Mountain Capital reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.09% in Q1 2026, selling an estimated $484 and leaving 1,090 shares worth $505K. The position accounts for 0.28% of the portfolio, ranked #54.

Ring Mountain Capital first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $538K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Ring Mountain Capital held 1,090 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $505K as of Q1 2026.
Ring Mountain Capital sold 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.28% of Ring Mountain Capital's portfolio in Q1 2026, its #54 holding.
Ring Mountain Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $538K in Q4 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.