John Overdeck’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

John Overdeck’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	–	Sell	-35,400	Closed	-$16.4M	–	5131
2026 Q1	$16.4M	Buy	+35,400	New	+$17.1M	0.01%	1076
2022 Q3	–	Sell	-16,600	Closed	-$5.11M	–	2542
2022 Q2	$5.11M	Buy	+16,600	New	+$5.43M	0.02%	756
2022 Q1	–	Sell	-11,000	Closed	-$4M	–	3079
2021 Q4	$4M	Buy	+11,000	New	+$3.91M	0.01%	1330
2020 Q4	–	Sell	-2,200	Closed	-$611K	–	3414
2020 Q3	$611K	Buy	2,200 +1,000	+83%	+$273K	﹤0.01%	2088
2020 Q2	$309K	Sell	1,200 -7,800	-87%	-$1.92M	﹤0.01%	2359
2020 Q1	$1.97M	Buy	9,000 +8,000	+800%	+$2.13M	0.02%	972
2019 Q4	$285K	Sell	1,000 -3,000	-75%	-$827K	﹤0.01%	3216
2019 Q3	$1.08M	Buy	+4,000	New	+$1.07M	﹤0.01%	1928
2019 Q1	–	Sell	-3,400	Closed	-$793K	–	3110
2018 Q4	$793K	Sell	3,400 -14,600	-81%	-$3.64M	﹤0.01%	1795
2018 Q3	$4.76M	Buy	18,000 +15,200	+543%	+$3.89M	0.01%	970
2018 Q2	$680K	Sell	2,800 -7,500	-73%	-$1.84M	﹤0.01%	2433
2018 Q1	$2.49M	Buy	+10,300	New	+$2.59M	0.01%	1373
2016 Q4	–	Sell	-1,600	Closed	-$292K	–	3178
2016 Q3	$292K	Sell	1,600 -3,300	-67%	-$606K	﹤0.01%	2762
2016 Q2	$877K	Buy	+4,900	New	+$870K	﹤0.01%	1847
2016 Q1	–	Sell	-1,200	Closed	-$209K	–	2871
2015 Q4	$209K	Sell	1,200 -3,800	-76%	-$664K	﹤0.01%	2447
2015 Q3	$813K	Buy	+5,000	New	+$853K	﹤0.01%	1306

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

John Overdeck's DIA Position: Q2 2026 in Review

John Overdeck increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 321% in Q2 2026, buying an estimated $39.1M and bringing the position to 102,705 shares worth $53.7M. The position accounts for 0.04% of the portfolio, ranked #531.

John Overdeck first reported a position in DIA in Q3 2013 and has held it in 41 quarters since. The position peaked at $240M in Q3 2025. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

John Overdeck held 102,705 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $53.7M as of Q2 2026.
John Overdeck bought 78,305 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $39.1M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of John Overdeck's portfolio in Q2 2026, its #531 holding.
John Overdeck first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2013 and has held it in 41 quarters since.
John Overdeck's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $240M in Q3 2025.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.