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 Q3	$1.14M	Buy	2,247 +58	+3%	+$30.5K	0.47%	34
2026 Q2	$1.14M	Buy	2,189 +1,099	+101%	+$549K	0.48%	35
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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ring Mountain Capital's DIA Position: Q3 2026 in Review

Ring Mountain Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.6% in Q3 2026, buying an estimated $30.5K and bringing the position to 2,247 shares worth $1.14M. The position accounts for 0.47% of the portfolio, ranked #34.

Ring Mountain Capital first reported a position in DIA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 693 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Ring Mountain Capital held 2,247 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.14M as of Q3 2026.
Ring Mountain Capital bought 58 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $30.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.47% of Ring Mountain Capital's portfolio in Q3 2026, its #34 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 8 quarters since.
Ring Mountain Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.14M in Q2 2026.
693 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.