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 Q3	$2.56M	Sell	5,037 -28	-0.6%	-$14.7K	1.01%	30
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

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

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

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

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Seamount Financial Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.55% in Q3 2026, selling an estimated $14.7K and leaving 5,037 shares worth $2.56M. The position accounts for 1.01% of the portfolio, ranked #30.

Seamount Financial Group first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q2 2026. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Seamount Financial Group held 5,037 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.56M as of Q3 2026.
Seamount Financial Group sold 28 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $14.7K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.01% of Seamount Financial Group's portfolio in Q3 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 12 quarters since.
Seamount Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.65M in Q2 2026.
907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.