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

Spring Capital 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 Q3	$1.65M	Buy	3,240 +320	+11%	+$168K	0.79%	29
2026 Q2	$1.53M	Hold	2,920	–	–	0.74%	30
2026 Q1	$1.35M	Hold	2,920	–	–	0.68%	30
2025 Q4	$1.4M	Hold	2,920	–	–	0.71%	31
2025 Q3	$1.35M	Hold	2,920	–	–	0.66%	30
2025 Q2	$1.29M	Hold	2,920	–	–	0.68%	30
2025 Q1	$1.23M	Hold	2,920	–	–	0.67%	30
2024 Q4	$1.24M	Buy	+2,920	New	+$1.26M	0.74%	27
2022 Q3	–	Sell	-2,326	Closed	-$716K	–	30
2022 Q2	$716K	Hold	2,326	–	–	0.63%	27
2022 Q1	$807K	Sell	2,326 -800	-26%	-$278K	0.66%	26
2021 Q4	$1.14M	Buy	+3,126	New	+$1.11M	0.9%	26

Other funds holding DIA

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Spring Capital Management's DIA Position: Q3 2026 in Review

Spring Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q3 2026, buying an estimated $168K and bringing the position to 3,240 shares worth $1.65M. The position accounts for 0.79% of the portfolio, ranked #29.

Spring Capital Management first reported a position in DIA in Q4 2021 and has held it in 11 quarters since. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Spring Capital Management held 3,240 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.65M as of Q3 2026.
Spring Capital Management bought 320 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $168K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.79% of Spring Capital Management's portfolio in Q3 2026, its #29 holding.
Spring Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 11 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Spring Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.