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

Seamount 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	$2.65M	Buy	5,065 +61	+1%	+$30.5K	1.07%	30
2026 Q1	$2.32M	Buy	5,004 +58	+1%	+$28.1K	1.04%	31
2025 Q4	$2.38M	Sell	4,946 -95	-2%	-$44.9K	1.08%	31
2025 Q3	$2.34M	Sell	5,041 -180	-3%	-$81.1K	1.1%	29
2025 Q2	$2.3M	Buy	5,221 +438	+9%	+$182K	1.18%	27
2025 Q1	$2.01M	Buy	4,783 +6	+0.1%	+$2.6K	1.37%	24
2024 Q4	$2.03M	Buy	4,777 +29	+0.6%	+$12.6K	1.4%	24
2024 Q3	$2.01M	Sell	4,748 -94	-2%	-$38.2K	1.51%	21
2024 Q2	$1.89M	Sell	4,842 -359	-7%	-$139K	1.55%	22
2024 Q1	$2.07M	Sell	5,201 -53	-1%	-$20.4K	1.81%	20
2023 Q4	$1.98M	Buy	+5,254	New	+$1.84M	1.9%	18

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

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

Seamount Financial Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,065 shares worth $2.65M. The position accounts for 1.07% of the portfolio, ranked #30.

Seamount Financial Group first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Seamount Financial Group held 5,065 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.65M as of Q2 2026.
Seamount Financial Group bought 61 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $30.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.07% of Seamount Financial Group's portfolio in Q2 2026, its #30 holding.
Seamount Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.