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

Sumitomo Mitsui 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 Q1	$59.3M	Buy	+128,000	New	+$62M	1.2%	17
2021 Q4	–	Sell	-260,000	Closed	-$88M	–	190
2021 Q3	$88M	Buy	+260,000	New	+$90.8M	2.01%	12
2021 Q2	–	Sell	-1,595,000	Closed	-$527M	–	171
2021 Q1	$527M	Buy	1,595,000 +950,000	+147%	+$300M	12.42%	2
2020 Q4	$196M	Buy	+645,000	New	+$188M	4.83%	8
2020 Q3	–	Sell	-490,000	Closed	-$126M	–	160
2020 Q2	$126M	Hold	490,000	–	–	4.34%	8
2020 Q1	$107M	Buy	+490,000	New	+$130M	5.28%	5
2019 Q3	–	Sell	-340,000	Closed	-$90.4M	–	136
2019 Q2	$90.4M	Buy	340,000 +339,500	+67,900%	+$88.6M	7.14%	4
2019 Q1	$129K	Buy	+500	New	+$126K	0.01%	90
2018 Q4	–	Sell	-340,000	Closed	-$215M	–	114
2018 Q3	$215M	Sell	340,000 -480,000	-59%	-$123M	17.51%	2
2018 Q2	$199M	Buy	820,000 +80,000	+11%	+$19.6M	20.43%	2
2018 Q1	$179M	Buy	740,000 +735,000	+14,700%	+$185M	16.45%	3
2017 Q4	$1.24M	Buy	+5,000	New	+$1.18M	0.16%	40

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sumitomo Mitsui Financial Group's DIA Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026: 128,000 shares worth $59.3M. The stake represents 1.2% of the portfolio and ranks #17 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in DIA as recently as Q3 2021.

Sumitomo Mitsui Financial Group first reported a position in DIA in Q4 2017 and has held it in 12 quarters since. The position peaked at $527M in Q1 2021. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Sumitomo Mitsui Financial Group held 128,000 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $59.3M as of Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Sumitomo Mitsui Financial Group position in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.2% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #17 holding.
Sumitomo Mitsui Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 12 quarters since.
Sumitomo Mitsui Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $527M in Q1 2021.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.