Diversified Portfolios Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Diversified Portfolios Inc’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	$366K	Hold	700	–	–	0.03%	159
2026 Q1	$324K	Hold	700	–	–	0.03%	147
2025 Q4	$336K	Hold	700	–	–	0.03%	144
2025 Q3	$325K	Hold	700	–	–	0.03%	138
2025 Q2	$308K	Hold	700	–	–	0.03%	138
2025 Q1	$294K	Hold	700	–	–	0.03%	126
2024 Q4	$298K	Hold	700	–	–	0.03%	128
2024 Q3	$296K	Sell	700 -115	-14%	-$46.7K	0.03%	122
2024 Q2	$319K	Hold	815	–	–	0.04%	118
2024 Q1	$324K	Hold	815	–	–	0.05%	113
2023 Q4	$307K	Hold	815	–	–	0.05%	113
2023 Q3	$273K	Hold	815	–	–	0.05%	106
2023 Q2	$280K	Hold	815	–	–	0.06%	110
2023 Q1	$271K	Sell	815 -44	-5%	-$14.6K	0.06%	117
2022 Q4	$285K	Hold	859	–	–	0.07%	117
2022 Q3	$247K	Hold	859	–	–	0.07%	119
2022 Q2	$264K	Hold	859	–	–	0.07%	108
2022 Q1	$298K	Hold	859	–	–	0.07%	113
2021 Q4	$312K	Hold	859	–	–	0.08%	108
2021 Q3	$291K	Hold	859	–	–	0.08%	100
2021 Q2	$296K	Hold	859	–	–	0.11%	88
2021 Q1	$284K	Hold	859	–	–	0.09%	84
2020 Q4	$263K	Hold	859	–	–	0.09%	82
2020 Q3	$238K	Hold	859	–	–	0.1%	65
2020 Q2	$222K	Buy	+859	New	+$211K	0.11%	56
2020 Q1	–	Sell	-871	Closed	-$248K	–	55
2019 Q4	$248K	Buy	871 +56	+7%	+$15.4K	0.12%	55
2019 Q3	$219K	Hold	815	–	–	0.11%	55
2019 Q2	$217K	Buy	+815	New	+$213K	0.12%	50
2018 Q4	–	Sell	-815	Closed	-$215K	–	48
2018 Q3	$215K	Buy	+815	New	+$209K	0.12%	49
2018 Q1	–	Sell	-815	Closed	-$202K	–	49
2017 Q4	$202K	Buy	+815	New	+$193K	0.11%	54

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

Diversified Portfolios Inc's DIA Position: Q2 2026 in Review

Diversified Portfolios Inc held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 700 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #159.

Diversified Portfolios Inc first reported a position in DIA in Q4 2017 and has held it in 30 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Diversified Portfolios Inc held 700 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $366K as of Q2 2026.
Diversified Portfolios Inc 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 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #159 holding.
Diversified Portfolios Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 30 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 Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.