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

Chicago Partners Investment Group’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	$1.32M	Buy	2,553 +99	+4%	+$49.4K	0.03%	528
2026 Q1	$1.21M	Sell	2,454 -38	-2%	-$18.4K	0.03%	472
2025 Q4	$1.22M	Buy	2,492 +1,073	+76%	+$508K	0.03%	413
2025 Q3	$677K	Hold	1,419	–	–	0.02%	550
2025 Q2	$639K	Sell	1,419 -22	-2%	-$9.13K	0.02%	504
2025 Q1	$592K	Hold	1,441	–	–	0.02%	474
2024 Q4	$614K	Buy	1,441 +38	+3%	+$16.4K	0.02%	452
2024 Q3	$596K	Sell	1,403 -99	-7%	-$40.2K	0.02%	447
2024 Q2	$612K	Sell	1,502 -18	-1%	-$6.99K	0.02%	418
2024 Q1	$585K	Buy	1,520 +6	+0.4%	+$2.31K	0.02%	406
2023 Q4	$572K	Buy	1,514 +10	+0.7%	+$3.49K	0.03%	397
2023 Q3	$495K	Sell	1,504 -29	-2%	-$10.1K	0.03%	407
2023 Q2	$541K	Sell	1,533 -4	-0.3%	-$1.35K	0.03%	399
2023 Q1	$521K	Buy	+1,537	New	+$511K	0.03%	373
2018 Q4	–	Sell	-3	Closed	-$1K	–	472
2018 Q3	$1K	Hold	3	–	–	﹤0.01%	1021
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	932
2018 Q1	$1K	Buy	+3	New	+$754	﹤0.01%	907

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

Chicago Partners Investment Group's DIA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4% in Q2 2026, buying an estimated $49.4K and bringing the position to 2,553 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #528.

Chicago Partners Investment Group first reported a position in DIA in Q1 2018 and has held it in 17 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Chicago Partners Investment Group held 2,553 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.32M as of Q2 2026.
Chicago Partners Investment Group bought 99 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $49.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #528 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 17 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.