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

Tompkins Financial’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	$1.68M	Hold	3,305	–	–	0.12%	88
2026 Q2	$1.73M	Hold	3,305	–	–	0.12%	88
2026 Q1	$1.53M	Hold	3,305	–	–	0.12%	84
2025 Q4	$1.59M	Hold	3,305	–	–	0.12%	88
2025 Q3	$1.53M	Hold	3,305	–	–	0.13%	86
2025 Q2	$1.46M	Hold	3,305	–	–	0.13%	83
2025 Q1	$1.39M	Hold	3,305	–	–	0.13%	81
2024 Q4	$1.41M	Hold	3,305	–	–	0.13%	77
2024 Q3	$1.4M	Hold	3,305	–	–	0.13%	76
2024 Q2	$1.29M	Buy	3,305 +620	+23%	+$241K	0.14%	78
2024 Q1	$1.07M	Hold	2,685	–	–	0.12%	84
2023 Q4	$1.01M	Hold	2,685	–	–	0.12%	85
2023 Q3	$899K	Hold	2,685	–	–	0.14%	80
2023 Q2	$923K	Hold	2,685	–	–	0.14%	82
2023 Q1	$893K	Hold	2,685	–	–	0.15%	84
2022 Q4	$890K	Hold	2,685	–	–	0.14%	88
2022 Q3	$771K	Hold	2,685	–	–	0.13%	91
2022 Q2	$826K	Hold	2,685	–	–	0.13%	88
2022 Q1	$931K	Buy	+2,685	New	+$931K	0.13%	90
2021 Q1	$115K	Hold	349	–	–	0.02%	176
2020 Q4	$107K	Hold	349	–	–	0.02%	165
2020 Q3	$97K	Hold	349	–	–	0.02%	184
2020 Q2	$90K	Hold	349	–	–	0.02%	190
2020 Q1	$77K	Hold	349	–	–	0.02%	198
2019 Q4	$99K	Hold	349	–	–	0.02%	200
2019 Q3	$94K	Hold	349	–	–	0.02%	183
2019 Q2	$93K	Hold	349	–	–	0.02%	192
2019 Q1	$90K	Hold	349	–	–	0.02%	192
2018 Q4	$81K	Hold	349	–	–	0.02%	200
2018 Q3	$92K	Hold	349	–	–	0.02%	209
2018 Q2	$85K	Hold	349	–	–	0.02%	217
2018 Q1	$84K	Hold	349	–	–	0.02%	210
2017 Q4	$86K	Buy	+349	New	+$82.7K	0.02%	189
2013 Q4	–	Sell	-178	Closed	-$27K	–	529
2013 Q3	$27K	Hold	178	–	–	0.01%	322
2013 Q2	$26K	Buy	+178	New	+$26.6K	0.01%	323

Other funds holding DIA

HCA

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

TAM

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

SGCA

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

SDAM

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

JBA

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

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Tompkins Financial's DIA Position: Q3 2026 in Review

Tompkins Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 3,305 shares worth $1.68M. The position accounts for 0.12% of the portfolio, ranked #88.

Tompkins Financial first reported a position in DIA in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.73M in Q2 2026. 181 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Tompkins Financial held 3,305 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.68M as of Q3 2026.
Tompkins Financial left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Tompkins Financial's portfolio in Q3 2026, its #88 holding.
Tompkins Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 35 quarters since.
Tompkins Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.73M in Q2 2026.
181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.