SI
DIA icon

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
Q3 		$1.12M Sell
2,200
-2,106
-49% -$1.11M 0.39% 62
2026
Q2 		$2.25M Buy
4,306
+565
+15% +$282K 0.62% 33
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

Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Saxon Interests's DIA Position: Q3 2026 in Review

Saxon Interests reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 49% in Q3 2026, selling an estimated $1.11M and leaving 2,200 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #62.

Saxon Interests first reported a position in DIA in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.25M in Q2 2026. 520 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Saxon Interests held 2,200 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.12M as of Q3 2026.
  • Saxon Interests sold 2,106 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.11M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.39% of Saxon Interests's portfolio in Q3 2026, its #62 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 19 quarters since.
  • Saxon Interests's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.25M in Q2 2026.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.