Envestnet Portfolio Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Envestnet Portfolio Solutions’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	$1.12M	Sell	2,146 -141	-6%	-$70.4K	0.01%	658
2026 Q1	$1.06M	Sell	2,287 -226	-9%	-$109K	0.01%	614
2025 Q4	$1.21M	Sell	2,513 -56	-2%	-$26.5K	﹤0.01%	697
2025 Q3	$1.19M	Sell	2,569 -1,843	-42%	-$831K	﹤0.01%	685
2025 Q2	$1.94M	Sell	4,412 -181	-4%	-$75.1K	0.01%	570
2025 Q1	$1.93M	Sell	4,593 -21	-0.5%	-$9.08K	0.01%	596
2024 Q4	$1.96M	Buy	4,614 +867	+23%	+$375K	0.01%	671
2024 Q3	$1.59M	Buy	3,747 +99	+3%	+$40.2K	0.01%	747
2024 Q2	$1.43M	Sell	3,648 -26	-0.7%	-$10.1K	0.01%	741
2024 Q1	$1.46M	Buy	3,674 +111	+3%	+$42.8K	0.01%	727
2023 Q4	$1.34M	Sell	3,563 -27	-0.8%	-$9.44K	0.01%	704
2023 Q3	$1.2M	Buy	+3,590	New	+$1.25M	0.01%	703

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

Envestnet Portfolio Solutions's DIA Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.2% in Q2 2026, selling an estimated $70.4K and leaving 2,146 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #658.

Envestnet Portfolio Solutions first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q4 2024. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Envestnet Portfolio Solutions held 2,146 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.12M as of Q2 2026.
Envestnet Portfolio Solutions sold 141 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $70.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #658 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.96M in Q4 2024.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.