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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Saxon Interests's DIA Position: Q2 2026 in Review

Saxon Interests increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 15% in Q2 2026, buying an estimated $282K and bringing the position to 4,306 shares worth $2.25M. The position accounts for 0.62% of the portfolio, ranked #33.

Saxon Interests first reported a position in DIA in Q1 2022 and has held it in 18 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Saxon Interests held 4,306 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.25M as of Q2 2026.
  • Saxon Interests bought 565 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $282K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.62% of Saxon Interests's portfolio in Q2 2026, its #33 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 18 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 Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.