Arvest Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Arvest Investments’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	$2.94M	Buy	5,630 +382	+7%	+$191K	0.36%	57
2026 Q1	$2.43M	Sell	5,248 -161	-3%	-$78K	0.33%	58
2025 Q4	$2.6M	Buy	5,409 +354	+7%	+$167K	0.37%	54
2025 Q3	$2.34M	Sell	5,055 -1,908	-27%	-$860K	0.34%	62
2025 Q2	$3.07M	Buy	6,963 +330	+5%	+$137K	0.46%	50
2025 Q1	$2.79M	Buy	6,633 +329	+5%	+$142K	0.44%	47
2024 Q4	$2.68M	Buy	6,304 +177	+3%	+$76.6K	0.43%	51
2024 Q3	$2.59M	Buy	6,127 +525	+9%	+$213K	0.39%	54
2024 Q2	$2.19M	Buy	5,602 +178	+3%	+$69.1K	0.35%	61
2024 Q1	$2.16M	Sell	5,424 -1,633	-23%	-$629K	0.34%	64
2023 Q4	$2.66M	Buy	+7,057	New	+$2.47M	0.43%	49

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arvest Investments's DIA Position: Q2 2026 in Review

Arvest Investments increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 7.3% in Q2 2026, buying an estimated $191K and bringing the position to 5,630 shares worth $2.94M. The position accounts for 0.36% of the portfolio, ranked #57.

Arvest Investments first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q2 2025. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Arvest Investments held 5,630 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.94M as of Q2 2026.
Arvest Investments bought 382 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $191K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.36% of Arvest Investments's portfolio in Q2 2026, its #57 holding.
Arvest Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.07M in Q2 2025.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.