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 Q3	$453K	Sell	890 -105	-11%	-$55.3K	0.03%	66
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sather Financial Group's DIA Position: Q3 2026 in Review

Sather Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q3 2026, selling an estimated $55.3K and leaving 890 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #66.

Sather Financial Group first reported a position in DIA in Q1 2025 and has held it in 7 quarters since. The position peaked at $520K in Q2 2026. 1,159 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Sather Financial Group held 890 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $453K as of Q3 2026.
Sather Financial Group sold 105 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $55.3K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Sather Financial Group's portfolio in Q3 2026, its #66 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 7 quarters since.
Sather Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $520K in Q2 2026.
1,159 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Sather Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.