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

HUB Investment Partners’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 		$3.37M Buy
6,444
+2,761
+75% +$1.38M 0.06% 224
2026
Q1 		$1.71M Sell
3,683
-44
-1% -$21.3K 0.04% 270
2025
Q4 		$1.79M Sell
3,727
-94
-2% -$44.5K 0.05% 228
2025
Q3 		$1.77M Buy
3,821
+103
+3% +$46.4K 0.06% 206
2025
Q2 		$1.64M Sell
3,718
-91
-2% -$37.8K 0.05% 207
2025
Q1 		$1.6M Sell
3,809
-45
-1% -$19.5K 0.06% 190
2024
Q4 		$1.64M Sell
3,854
-42
-1% -$18.2K 0.07% 169
2024
Q3 		$1.65M Sell
3,896
-37
-0.9% -$15K 0.07% 163
2024
Q2 		$1.54M Sell
3,933
-8
-0.2% -$3.11K 0.06% 162
2024
Q1 		$1.57M Buy
3,941
+23
+0.6% +$8.86K 0.09% 158
2023
Q4 		$1.48M Buy
3,918
+2,657
+211% +$928K 0.1% 145
2023
Q3 		$422K Buy
1,261
+1
+0.1% +$347 0.06% 157
2023
Q2 		$433K Buy
1,260
+127
+11% +$42.7K 0.07% 149
2023
Q1 		$377K Buy
+1,133
New +$376K 0.08% 150
2022
Q4 		– Sell
-1,282
Closed -$368K – 139
2022
Q3 		$368K Buy
+1,282
New +$408K 0.11% 121

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

HUB Investment Partners's DIA Position: Q2 2026 in Review

HUB Investment Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 75% in Q2 2026, buying an estimated $1.38M and bringing the position to 6,444 shares worth $3.37M. The position accounts for 0.06% of the portfolio, ranked #224.

HUB Investment Partners first reported a position in DIA in Q3 2022 and has held it in 15 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • HUB Investment Partners held 6,444 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.37M as of Q2 2026.
  • HUB Investment Partners bought 2,761 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.38M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #224 holding.
  • HUB Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2022 and has held it in 15 quarters since.
  • 1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.