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

Aviance Capital 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	$736K	Hold	1,409	–	–	0.08%	207
2026 Q1	$653K	Hold	1,409	–	–	0.08%	209
2025 Q4	$677K	Hold	1,409	–	–	0.08%	207
2025 Q3	$653K	Hold	1,409	–	–	0.08%	204
2025 Q2	$621K	Sell	1,409 -120	-8%	-$49.8K	0.08%	200
2025 Q1	$642K	Sell	1,529 -100	-6%	-$43.2K	0.09%	191
2024 Q4	$693K	Sell	1,629 -20	-1%	-$8.66K	0.1%	176
2024 Q3	$698K	Hold	1,649	–	–	0.09%	194
2024 Q2	$645K	Buy	+1,649	New	+$640K	0.09%	187
2023 Q4	–	Sell	-646	Closed	-$216K	–	260
2023 Q3	$216K	Hold	646	–	–	0.05%	229
2023 Q2	$222K	Hold	646	–	–	0.05%	240
2023 Q1	$215K	Buy	+646	New	+$215K	0.05%	246

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

Aviance Capital Partners's DIA Position: Q2 2026 in Review

Aviance Capital Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,409 shares worth $736K. The position accounts for 0.08% of the portfolio, ranked #207.

Aviance Capital Partners first reported a position in DIA in Q1 2023 and has held it in 12 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Aviance Capital Partners held 1,409 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $736K as of Q2 2026.
Aviance Capital Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Aviance Capital Partners's portfolio in Q2 2026, its #207 holding.
Aviance Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 12 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.