LVZ Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

LVZ Inc’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	$211K	Buy	+405	New	+$202K	0.02%	168
2025 Q4	–	Sell	-470	Closed	-$218K	–	170
2025 Q3	$218K	Hold	470	–	–	0.02%	148
2025 Q2	$207K	Buy	+470	New	+$195K	0.02%	148
2023 Q2	–	Sell	-633	Closed	-$211K	–	151
2023 Q1	$211K	Buy	633 +1	+0.2%	+$332	0.03%	136
2022 Q4	$210K	Buy	+632	New	+$205K	0.03%	134

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

LVZ Inc's DIA Position: Q2 2026 in Review

LVZ Inc opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 405 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings. This is a return to the name: LVZ Inc previously reported a position in DIA as recently as Q3 2025.

LVZ Inc first reported a position in DIA in Q4 2022 and has held it in 5 quarters since. The position peaked at $218K in Q3 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

LVZ Inc held 405 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $211K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new LVZ Inc position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #168 holding.
LVZ Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 5 quarters since.
LVZ Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $218K in Q3 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.