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

Aspect 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	$151K	Buy	289 +10	+4%	+$4.99K	0.06%	93
2026 Q1	$129K	Buy	279 +1	+0.4%	+$484	0.05%	93
2025 Q4	$133K	Buy	278 +1	+0.4%	+$473	0.06%	93
2025 Q3	$128K	Buy	277 +1	+0.4%	+$451	0.06%	96
2025 Q2	$121K	Buy	276 +1	+0.4%	+$415	0.06%	100
2025 Q1	$115K	Buy	275 +2	+0.7%	+$865	0.07%	89
2024 Q4	$116K	Buy	273 +1	+0.4%	+$433	0.07%	89
2024 Q3	$115K	Buy	272 +1	+0.4%	+$406	0.06%	84
2024 Q2	$106K	Buy	271 +1	+0.4%	+$388	0.06%	89
2024 Q1	$107K	Buy	270 +1	+0.4%	+$385	0.08%	86
2023 Q4	$101K	Buy	+269	New	+$94K	0.07%	85

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

Aspect Partners's DIA Position: Q2 2026 in Review

Aspect Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.6% in Q2 2026, buying an estimated $4.99K and bringing the position to 289 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #93.

Aspect Partners first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Aspect Partners held 289 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $151K as of Q2 2026.
Aspect Partners bought 10 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.99K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Aspect Partners's portfolio in Q2 2026, its #93 holding.
Aspect Partners 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.