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

Thoma 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 Q1	–	Sell	-1,370	Closed	-$658K	–	56
2025 Q4	$658K	Hold	1,370	–	–	0.38%	43
2025 Q3	$635K	Hold	1,370	–	–	0.36%	45
2025 Q2	$604K	Hold	1,370	–	–	0.38%	44
2025 Q1	$575K	Hold	1,370	–	–	0.4%	42
2024 Q4	$583K	Buy	+1,370	New	+$593K	0.4%	44

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

Thoma Capital Management's DIA Position: Q1 2026 in Review

Thoma Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 1,370 shares — an estimated $658K sold.

Thoma Capital Management first reported a position in DIA in Q4 2024 and held it in 5 quarters. The position peaked at $658K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Thoma Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Thoma Capital Management sold 1,370 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $658K.
Thoma Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and held it in 5 quarters.
Thoma Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $658K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Thoma Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.