Y-Intercept (HK)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Y-Intercept (HK)’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	$1.48M	Buy	+2,912	New	+$1.53M	0.03%	785
2026 Q2	–	Sell	-3,467	Closed	-$1.61M	–	1805
2026 Q1	$1.61M	Buy	+3,467	New	+$1.68M	0.03%	817
2025 Q2	–	Sell	-1,621	Closed	-$681K	–	1703
2025 Q1	$681K	Sell	1,621 -2,676	-62%	-$1.16M	0.05%	566
2024 Q4	$1.83M	Buy	+4,297	New	+$1.86M	0.12%	227
2023 Q3	–	Sell	-1,140	Closed	-$392K	–	1160
2023 Q2	$392K	Buy	1,140 +515	+82%	+$173K	0.04%	666
2023 Q1	$208K	Sell	625 -1,044	-63%	-$347K	0.02%	951
2022 Q4	$553K	Sell	1,669 -3,436	-67%	-$1.12M	0.08%	401
2022 Q3	$1.47M	Buy	5,105 +4,371	+596%	+$1.39M	0.15%	208
2022 Q2	$226K	Buy	+734	New	+$240K	0.03%	650
2022 Q1	–	Sell	-1,035	Closed	-$376K	–	773
2021 Q4	$376K	Buy	+1,035	New	+$368K	0.09%	327
2021 Q2	–	Sell	-2,950	Closed	-$976K	–	680
2021 Q1	$976K	Buy	+2,950	New	+$931K	0.26%	95

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

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

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

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

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

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Y-Intercept (HK)'s DIA Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026: 2,912 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #785 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in DIA as recently as Q1 2026.

Y-Intercept (HK) first reported a position in DIA in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.83M in Q4 2024. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Y-Intercept (HK) held 2,912 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.48M as of Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Y-Intercept (HK) position in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #785 holding.
Y-Intercept (HK) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.83M in Q4 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.