Alexis Investment Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Alexis Investment Partners’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 Q2	$5.63M	Sell	10,794 -6,174	-36%	-$3.08M	3.29%	16
2026 Q1	$7.67M	Buy	16,968 +2,706	+19%	+$1.31M	5.28%	10
2025 Q4	$6.9M	Buy	14,262 +528	+4%	+$250K	2.57%	14
2025 Q3	$6.36M	Buy	13,734 +862	+7%	+$389K	0.54%	15
2025 Q2	$5.64M	Sell	12,872 -1,807	-12%	-$750K	2.43%	13
2025 Q1	$6.1M	Buy	14,679 +702	+5%	+$304K	2.92%	11
2024 Q4	$5.95M	Buy	+13,977	New	+$6.05M	2.91%	13

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Alexis Investment Partners's DIA Position: Q2 2026 in Review

Alexis Investment Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 36% in Q2 2026, selling an estimated $3.08M and leaving 10,794 shares worth $5.63M. The position accounts for 3.29% of the portfolio, ranked #16.

Alexis Investment Partners first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.67M in Q1 2026. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Alexis Investment Partners held 10,794 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.63M as of Q2 2026.
Alexis Investment Partners sold 6,174 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.08M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 3.29% of Alexis Investment Partners's portfolio in Q2 2026, its #16 holding.
Alexis Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Alexis Investment Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.67M in Q1 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.