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Focus Partners Advisor Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Focus Partners Advisor 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 		$1.89M Buy
3,619
+366
+11% +$183K 0.02% 378
2026
Q1 		$1.51M Sell
3,253
-435
-12% -$211K 0.02% 432
2025
Q4 		$1.77M Buy
3,688
+1,166
+46% +$552K 0.02% 340
2025
Q3 		$1.19M Buy
2,522
+746
+42% +$336K 0.01% 467
2025
Q2 		$783K Sell
1,776
-1
-0.1% -$415 0.01% 517
2025
Q1 		$746K Buy
1,777
+851
+92% +$368K 0.01% 454
2024
Q4 		$394K Sell
926
-806
-47% -$349K 0.01% 529
2024
Q3 		$733K Sell
1,732
-181
-9% -$73.5K 0.02% 358
2024
Q2 		$748K Sell
1,913
-165
-8% -$64.1K 0.02% 291
2024
Q1 		$827K Buy
2,078
+197
+10% +$75.9K 0.02% 266
2023
Q4 		$709K Buy
1,881
+36
+2% +$12.6K 0.03% 200
2023
Q3 		$618K Hold
1,845
– – 0.03% 219
2023
Q2 		$635K Sell
1,845
-59
-3% -$19.9K 0.04% 185
2023
Q1 		$633K Buy
1,904
+1,092
+134% +$363K 0.04% 179
2022
Q4 		$269K Sell
812
-346
-30% -$112K 0.02% 280
2022
Q3 		$333K Buy
1,158
+346
+43% +$110K 0.02% 285
2022
Q2 		$250K Buy
+812
New +$266K 0.02% 284
2022
Q1 		– Sell
-692
Closed -$252K – 336
2021
Q4 		$252K Buy
+692
New +$246K 0.05% 108

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Advisor Solutions's DIA Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q2 2026, buying an estimated $183K and bringing the position to 3,619 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #378.

Focus Partners Advisor Solutions first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Focus Partners Advisor Solutions held 3,619 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.89M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 366 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $183K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #378 holding.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.