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Sequent Asset Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sequent Asset Management’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 		$340K Buy
+650
New +$325K 0.14% 70
2026
Q1 		– Sell
-700
Closed -$336K – 91
2025
Q4 		$336K Buy
700
+250
+56% +$118K 0.15% 72
2025
Q3 		$209K Buy
+450
New +$203K 0.1% 90

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sequent Asset Management's DIA Position: Q2 2026 in Review

Sequent Asset Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 650 shares worth $340K. The stake represents 0.14% of the portfolio and ranks #70 among its holdings. This is a return to the name: Sequent Asset Management previously reported a position in DIA as recently as Q4 2025.

Sequent Asset Management first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Sequent Asset Management held 650 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $340K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Sequent Asset Management position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Sequent Asset Management's portfolio in Q2 2026, its #70 holding.
  • Sequent Asset Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.