Sunbelt Securities’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Sell |
5,333
-109
| -2% | -$52.8K | 0.16% | 119 |
|
|
2025
Q4 | $2.62M | Buy |
5,442
+12
| +0.2% | +$5.68K | 0.17% | 103 |
|
|
2025
Q3 | $2.52M | Sell |
5,430
-594
| -10% | -$268K | 0.17% | 105 |
|
|
2025
Q2 | $2.56M | Sell |
6,024
-318
| -5% | -$132K | 0.23% | 84 |
|
|
2025
Q1 | $2.66M | Buy |
6,342
+318
| +5% | +$138K | 0.24% | 76 |
|
|
2024
Q4 | $2.56M | Sell |
6,024
-33
| -0.5% | -$14.3K | 0.23% | 83 |
|
|
2024
Q3 | $2.56M | Sell |
6,057
-92
| -1% | -$37.4K | 0.25% | 83 |
|
|
2024
Q2 | $2.41M | Sell |
6,149
-133
| -2% | -$51.6K | 0.25% | 84 |
|
|
2024
Q1 | $2.5M | Buy |
6,282
+26
| +0.4% | +$10K | 0.28% | 76 |
|
|
2023
Q4 | $2.36M | Buy |
6,256
+166
| +3% | +$58K | 0.3% | 74 |
|
|
2023
Q3 | $2.04M | Sell |
6,090
-45
| -0.7% | -$15.6K | 0.28% | 73 |
|
|
2023
Q2 | $2.11M | Sell |
6,135
-114
| -2% | -$38.4K | 0.3% | 71 |
|
|
2023
Q1 | $2.05M | Sell |
6,249
-123
| -2% | -$40.9K | 0.33% | 71 |
|
|
2022
Q4 | $2.11M | Sell |
6,372
-67
| -1% | -$21.8K | 0.41% | 59 |
|
|
2022
Q3 | $1.85M | Buy |
6,439
+558
| +9% | +$177K | 0.39% | 64 |
|
|
2022
Q2 | $1.81M | Buy |
5,881
+555
| +10% | +$181K | 0.38% | 66 |
|
|
2022
Q1 | $1.88M | Sell |
5,326
-209
| -4% | -$72.5K | 0.34% | 75 |
|
|
2021
Q4 | $1.96M | Buy |
5,535
+303
| +6% | +$108K | 0.32% | 79 |
|
|
2021
Q3 | $1.81M | Hold |
5,232
| – | – | 0.33% | 81 |
|
|
2021
Q2 | $1.81M | Buy |
5,232
+58
| +1% | +$19.8K | 0.33% | 81 |
|
|
2021
Q1 | $1.71M | Buy |
5,174
+64
| +1% | +$20.2K | 0.34% | 75 |
|
|
2020
Q4 | $1.56M | Buy |
5,110
+31
| +0.6% | +$9.02K | 0.32% | 74 |
|
|
2020
Q3 | $1.41M | Buy |
5,079
+27
| +0.5% | +$7.38K | 0.39% | 73 |
|
|
2020
Q2 | $1.3M | Buy |
5,052
+3,020
| +149% | +$743K | 0.45% | 60 |
|
|
2020
Q1 | $445K | Sell |
2,032
-6,008
| -75% | -$1.6M | 0.02% | 237 |
|
|
2019
Q4 | $2.29M | Buy |
8,040
+506
| +7% | +$139K | 0.24% | 101 |
|
|
2019
Q3 | $2.03M | Buy |
7,534
+1,626
| +28% | +$434K | 0.23% | 101 |
|
|
2019
Q2 | $1.57M | Buy |
5,908
+1,061
| +22% | +$277K | 0.68% | 39 |
|
|
2019
Q1 | $1.26M | Buy |
4,847
+446
| +10% | +$112K | 0.63% | 49 |
|
|
2018
Q4 | $1.03M | Buy |
4,401
+110
| +3% | +$27.4K | 0.6% | 52 |
|
|
2018
Q3 | $1.14M | Buy |
4,291
+114
| +3% | +$29.2K | 0.61% | 46 |
|
|
2018
Q2 | $1.01M | Buy |
4,177
+1,309
| +46% | +$321K | 0.61% | 49 |
|
|
2018
Q1 | $692K | Buy |
2,868
+23
| +0.8% | +$5.78K | 0.63% | 40 |
|
|
2017
Q4 | $704K | Buy |
2,845
+244
| +9% | +$57.8K | 0.68% | 38 |
|
|
2017
Q3 | $582K | Buy |
+2,601
| New | +$569K | 0.61% | 47 |
|
Other funds holding DIA
Sunbelt Securities's DIA Position: Q1 2026 in Review
Sunbelt Securities reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2% in Q1 2026, selling an estimated $52.8K and leaving 5,333 shares worth $2.47M. The position accounts for 0.16% of the portfolio, ranked #119.
Sunbelt Securities first reported a position in DIA in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.66M in Q1 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Sunbelt Securities held 5,333 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.47M as of Q1 2026.
- Sunbelt Securities sold 109 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $52.8K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Sunbelt Securities's portfolio in Q1 2026, its #119 holding.
- Sunbelt Securities first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 35 quarters since.
- Sunbelt Securities's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.66M in Q1 2025.
- 1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.