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

Sather 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 Q2	$520K	Sell	995 -10	-1%	-$4.99K	0.03%	65
2026 Q1	$466K	Hold	1,005	–	–	0.03%	66
2025 Q4	$483K	Buy	1,005 +415	+70%	+$196K	0.03%	62
2025 Q3	$274K	Hold	590	–	–	0.01%	89
2025 Q2	$260K	Hold	590	–	–	0.02%	97
2025 Q1	$248K	Buy	+590	New	+$255K	0.02%	86

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sather Financial Group's DIA Position: Q2 2026 in Review

Sather Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1% in Q2 2026, selling an estimated $4.99K and leaving 995 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #65.

Sather Financial Group first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sather Financial Group held 995 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $520K as of Q2 2026.
Sather Financial Group sold 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Sather Financial Group's portfolio in Q2 2026, its #65 holding.
Sather Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.