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Saxon Interests’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Saxon Interests’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 		$1.73M Sell
3,741
-442
-11% -$214K 0.6% 39
2025
Q4 		$2.01M Sell
4,183
-19
-0.5% -$8.99K 0.7% 32
2025
Q3 		$1.92M Buy
4,202
+1,398
+50% +$630K 0.75% 29
2025
Q2 		$1.18M Hold
2,804
– – 0.55% 45
2025
Q1 		$1.18M Buy
2,804
+365
+15% +$158K 0.55% 45
2024
Q4 		$1.04M Buy
2,439
+553
+29% +$239K 0.46% 55
2024
Q3 		$798K Buy
1,886
+817
+76% +$332K 0.36% 69
2024
Q2 		$418K Sell
1,069
-62
-5% -$24.1K 0.2% 113
2024
Q1 		$450K Sell
1,131
-4
-0.4% -$1.54K 0.21% 108
2023
Q4 		$428K Buy
1,135
+302
+36% +$106K 0.21% 109
2023
Q3 		$279K Sell
833
-302
-27% -$105K 0.19% 52
2023
Q2 		$390K Hold
1,135
– – 0.21% 110
2023
Q1 		$378K Buy
1,135
+1
+0.1% +$332 0.21% 118
2022
Q4 		$380K Sell
1,134
-75
-6% -$24.4K 0.22% 110
2022
Q3 		$366K Hold
1,209
– – 0.22% 97
2022
Q2 		$372K Sell
1,209
-31
-3% -$10.1K 0.23% 96
2022
Q1 		$430K Buy
+1,240
New +$430K 0.23% 88

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Saxon Interests's DIA Position: Q1 2026 in Review

Saxon Interests reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q1 2026, selling an estimated $214K and leaving 3,741 shares worth $1.73M. The position accounts for 0.6% of the portfolio, ranked #39.

Saxon Interests first reported a position in DIA in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.01M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Saxon Interests held 3,741 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.73M as of Q1 2026.
  • Saxon Interests sold 442 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $214K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.6% of Saxon Interests's portfolio in Q1 2026, its #39 holding.
  • Saxon Interests first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 17 quarters since.
  • Saxon Interests's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.01M in Q4 2025.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.