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J. Derek Lewis & Associates’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

J. Derek Lewis & Associates’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 		$234K Buy
+447
New +$223K 0.04% 168

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

J. Derek Lewis & Associates's DIA Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 447 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings.

984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • J. Derek Lewis & Associates held 447 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $234K as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new J. Derek Lewis & Associates position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #168 holding.
  • 984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.