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

Triumph 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	$2.06M	Hold	4,050	–	–	0.36%	63
2026 Q2	$2.12M	Sell	4,050 -19	-0.5%	-$9.49K	0.38%	58
2026 Q1	$1.89M	Buy	4,069 +155	+4%	+$75.1K	0.38%	56
2025 Q4	$1.88M	Sell	3,914 -3	-0.1%	-$1.42K	0.41%	48
2025 Q3	$1.82M	Sell	3,917 -64	-2%	-$28.8K	0.49%	48
2025 Q2	$1.75M	Sell	3,981 -11	-0.3%	-$4.56K	0.53%	43
2025 Q1	$1.68M	Sell	3,992 -1,622	-29%	-$701K	0.56%	40
2024 Q4	$2.39M	Sell	5,614 -23	-0.4%	-$10K	0.82%	26
2024 Q3	$2.39M	Buy	5,637 +126	+2%	+$51.2K	0.85%	26
2024 Q2	$2.16M	Buy	5,511 +614	+13%	+$238K	0.84%	25
2024 Q1	$1.94M	Sell	4,897 -858	-15%	-$331K	0.79%	32
2023 Q4	$2.17M	Sell	5,755 -118	-2%	-$41.2K	0.92%	24
2023 Q3	$1.97M	Buy	5,873 +54	+0.9%	+$18.7K	0.89%	24
2023 Q2	$2M	Sell	5,819 -1,515	-21%	-$510K	0.91%	27
2023 Q1	$2.44M	Sell	7,334 -17	-0.2%	-$5.65K	1.25%	16
2022 Q4	$2.44M	Sell	7,351 -18,799	-72%	-$6.11M	1.3%	18
2022 Q3	$7.51M	Sell	26,150 -2,482	-9%	-$789K	4.09%	4
2022 Q2	$8.83M	Sell	28,632 -3,884	-12%	-$1.27M	4.67%	3
2022 Q1	$11.3M	Buy	32,516 +6,657	+26%	+$2.31M	4.88%	3
2021 Q4	$9.4M	Buy	25,859 +2,139	+9%	+$760K	4.07%	4
2021 Q3	$8.04M	Buy	23,720 +1,728	+8%	+$604K	3.77%	4
2021 Q2	$7.68M	Buy	+21,992	New	+$7.51M	4.49%	4

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Triumph Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 4,050 shares worth $2.06M. The position accounts for 0.36% of the portfolio, ranked #63.

Triumph Capital Management first reported a position in DIA in Q2 2021 and has held it in 22 quarters since. The position peaked at $11.3M in Q1 2022. 1,173 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Triumph Capital Management held 4,050 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.06M as of Q3 2026.
Triumph Capital Management 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 0.36% of Triumph Capital Management's portfolio in Q3 2026, its #63 holding.
Triumph Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and has held it in 22 quarters since.
Triumph Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11.3M in Q1 2022.
1,173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.