CVA Family Office’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CVA Family Office’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	$21.9K	Hold	42	–	–	﹤0.01%	790
2026 Q1	$19.5K	Buy	42 +10	+31%	+$4.84K	﹤0.01%	804
2025 Q4	$15.4K	Buy	32 +20	+167%	+$9.46K	﹤0.01%	733
2025 Q3	$5.57K	Buy	+12	New	+$5.41K	﹤0.01%	882
2022 Q4	–	Sell	-29	Closed	-$8K	–	958
2022 Q3	$8K	Hold	29	–	–	﹤0.01%	655
2022 Q2	$9K	Hold	29	–	–	﹤0.01%	654
2022 Q1	$10K	Hold	29	–	–	﹤0.01%	678
2021 Q4	$11K	Buy	+29	New	+$10.3K	﹤0.01%	625
2021 Q3	–	Sell	-29	Closed	-$10K	–	491
2021 Q2	$10K	Buy	+29	New	+$9.9K	﹤0.01%	643
2020 Q2	–	Sell	-4,204	Closed	-$922K	–	323
2020 Q1	$922K	Buy	+4,204	New	+$1.12M	0.94%	28

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

CVA Family Office's DIA Position: Q2 2026 in Review

CVA Family Office held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 42 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

CVA Family Office first reported a position in DIA in Q1 2020 and has held it in 10 quarters since. The position peaked at $922K in Q1 2020. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

CVA Family Office held 42 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $21.9K as of Q2 2026.
CVA Family Office 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 ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #790 holding.
CVA Family Office first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 10 quarters since.
CVA Family Office's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $922K in Q1 2020.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.