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

IPG Investment Advisors’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 		$694K Buy
1,329
+62
+5% +$31K 0.1% 145
2026
Q1 		$588K Sell
1,267
-5,324
-81% -$2.58M 0.1% 128
2025
Q4 		$3.17M Buy
6,591
+5,605
+568% +$2.65M 0.56% 44
2025
Q3 		$459K Sell
986
-50
-5% -$22.5K 0.08% 136
2025
Q2 		$458K Buy
1,036
+50
+5% +$20.7K 0.09% 112
2025
Q1 		$415K Buy
986
+65
+7% +$28.1K 0.09% 107
2024
Q4 		$393K Buy
921
+185
+25% +$80.1K 0.09% 111
2024
Q3 		$312K Sell
736
-250
-25% -$102K 0.07% 126
2024
Q2 		$387K Sell
986
-9,500
-91% -$3.69M 0.08% 107
2024
Q1 		$4.18M Buy
10,486
+9,750
+1,325% +$3.76M 0.91% 33
2023
Q4 		$278K Sell
736
-600
-45% -$210K 0.06% 151
2023
Q3 		$449K Buy
1,336
+125
+10% +$43.4K 0.1% 110
2023
Q2 		$417K Buy
1,211
+169
+16% +$56.9K 0.09% 113
2023
Q1 		$347K Sell
1,042
-40
-4% -$13.3K 0.08% 112
2022
Q4 		$358K Sell
1,082
-540
-33% -$176K 0.1% 91
2022
Q3 		$467K Buy
1,622
+450
+38% +$143K 0.13% 76
2022
Q2 		$362K Buy
1,172
+180
+18% +$58.9K 0.09% 98
2022
Q1 		$345K Buy
992
+300
+43% +$104K 0.07% 117
2021
Q4 		$252K Hold
692
– – 0.05% 167
2021
Q3 		$234K Sell
692
-11,030
-94% -$3.85M 0.07% 101
2021
Q2 		$4.04M Buy
11,722
+10,230
+686% +$3.49M 1.18% 18
2021
Q1 		$493K Buy
1,492
+500
+50% +$158K 0.1% 121
2020
Q4 		$303K Buy
+992
New +$289K 0.07% 120
2017
Q4 		– Sell
-1,677
Closed -$375K – 154
2017
Q3 		$375K Buy
1,677
+255
+18% +$55.8K 0.13% 83
2017
Q2 		$303K Sell
1,422
-155
-10% -$32.5K 0.12% 90
2017
Q1 		$325K Sell
1,577
-220
-12% -$44.9K 0.15% 93
2016
Q4 		$355K Buy
1,797
+675
+60% +$127K 0.14% 86
2016
Q3 		$205K Hold
1,122
– – 0.09% 107
2016
Q2 		$201K Buy
+1,122
New +$199K 0.08% 109

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

IPG Investment Advisors's DIA Position: Q2 2026 in Review

IPG Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.9% in Q2 2026, buying an estimated $31K and bringing the position to 1,329 shares worth $694K. The position accounts for 0.1% of the portfolio, ranked #145.

IPG Investment Advisors first reported a position in DIA in Q2 2016 and has held it in 29 quarters since. The position peaked at $4.18M in Q1 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • IPG Investment Advisors held 1,329 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $694K as of Q2 2026.
  • IPG Investment Advisors bought 62 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $31K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of IPG Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • IPG Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016 and has held it in 29 quarters since.
  • IPG Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.18M in Q1 2024.
  • 1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.