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

Kovitz Investment Group 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 Q1	$241K	Sell	520 -798	-61%	-$387K	0.01%	465
2025 Q4	$634K	Sell	1,318 -10,704	-89%	-$5.06M	0.01%	372
2025 Q3	$5.58M	Buy	12,022 +290	+2%	+$131K	0.02%	447
2025 Q2	$5.17M	Buy	11,732 +156	+1%	+$64.7K	0.02%	447
2025 Q1	$4.86M	Sell	11,576 -135	-1%	-$58.4K	0.02%	414
2024 Q4	$4.98M	Buy	11,711 +791	+7%	+$342K	0.02%	403
2024 Q3	$4.09M	Buy	10,920 +1,204	+12%	+$489K	0.03%	375
2024 Q2	$3.8M	Buy	9,716 +6,937	+250%	+$2.69M	0.03%	329
2024 Q1	$1.11M	Buy	+2,779	New	+$1.07M	0.01%	392
2023 Q2	–	Sell	-1,864	Closed	-$620K	–	417
2023 Q1	$620K	Hold	1,864	–	–	0.01%	328
2022 Q4	$618K	Hold	1,864	–	–	0.01%	324
2022 Q3	$536K	Hold	1,864	–	–	0.01%	321
2022 Q2	$574K	Hold	1,864	–	–	0.01%	330
2022 Q1	$646K	Sell	1,864 -140	-7%	-$48.6K	0.01%	326
2021 Q4	$613K	Hold	2,004	–	–	0.01%	327
2021 Q3	$678K	Hold	2,004	–	–	0.01%	330
2021 Q2	$691K	Hold	2,004	–	–	0.01%	339
2021 Q1	$662K	Hold	2,004	–	–	0.02%	322
2020 Q4	$613K	Sell	2,004 -696	-26%	-$203K	0.01%	324
2020 Q3	$749K	Hold	2,700	–	–	0.02%	287
2020 Q2	$696K	Sell	2,700 -2,000	-43%	-$492K	0.02%	288
2020 Q1	$1.03M	Buy	4,700 +1,864	+66%	+$495K	0.04%	238
2019 Q4	$808K	Buy	2,836 +140	+5%	+$38.6K	0.02%	286
2019 Q3	$725K	Buy	2,696 +1,903	+240%	+$508K	0.02%	294
2019 Q2	$211K	Sell	793 -293	-27%	-$76.5K	0.01%	341
2019 Q1	$281K	Hold	1,086	–	–	0.01%	339
2018 Q4	$253K	Buy	+1,086	New	+$271K	0.01%	244

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kovitz Investment Group Partners's DIA Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 61% in Q1 2026, selling an estimated $387K and leaving 520 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #465.

Kovitz Investment Group Partners first reported a position in DIA in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.58M in Q3 2025. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Kovitz Investment Group Partners held 520 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $241K as of Q1 2026.
Kovitz Investment Group Partners sold 798 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $387K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #465 holding.
Kovitz Investment Group Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 27 quarters since.
Kovitz Investment Group Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.58M in Q3 2025.
1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.