LRI Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LRI Investments’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	$32.9K	Hold	63	–	–	﹤0.01%	629
2026 Q1	$29.2K	Hold	63	–	–	﹤0.01%	610
2025 Q4	$30.3K	Hold	63	–	–	﹤0.01%	625
2025 Q3	$29.2K	Hold	63	–	–	﹤0.01%	637
2025 Q2	$27.8K	Hold	63	–	–	﹤0.01%	644
2025 Q1	$26.5K	Hold	63	–	–	﹤0.01%	625
2024 Q4	$26.8K	Hold	63	–	–	﹤0.01%	624
2024 Q3	$27.6K	Hold	63	–	–	﹤0.01%	600
2024 Q2	$24.6K	Hold	63	–	–	﹤0.01%	576
2024 Q1	$25.1K	Buy	+63	New	+$24.3K	0.01%	347

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LRI Investments's DIA Position: Q2 2026 in Review

LRI Investments held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 63 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

LRI Investments first reported a position in DIA in Q1 2024 and has held it in 10 quarters since. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LRI Investments held 63 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $32.9K as of Q2 2026.
LRI Investments left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #629 holding.
LRI Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 10 quarters since.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.