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

Tull 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	$261K	Hold	563	–	–	0.12%	26
2025 Q4	$270K	Buy	563 +1	+0.2%	+$473	0.12%	25
2025 Q3	$261K	Hold	562	–	–	0.12%	27
2025 Q2	$248K	Hold	562	–	–	0.11%	29
2025 Q1	$236K	Hold	562	–	–	0.14%	26
2024 Q4	$239K	Buy	562 +25	+5%	+$10.8K	0.14%	25
2024 Q3	$227K	Buy	+537	New	+$218K	0.14%	23

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

Tull Financial Group's DIA Position: Q1 2026 in Review

Tull Financial Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 563 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #26.

Tull Financial Group first reported a position in DIA in Q3 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Tull Financial Group held 563 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $261K as of Q1 2026.
Tull Financial Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Tull Financial Group's portfolio in Q1 2026, its #26 holding.
Tull Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 7 quarters since.
Tull Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $270K in Q4 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.