Oliver Lagore Vanvalin Investment Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$27.5K	Buy	+66	New	+$27.4K	0.01%	310
2024 Q4	$9.94M	Buy	23,354 +23,090	+8,746%	+$9.99M	2.54%	6
2024 Q3	$112K	Sell	264 -201	-43%	-$81.7K	0.03%	170
2024 Q2	$182K	Sell	465 -486	-51%	-$189K	0.05%	125
2024 Q1	$378K	Sell	951 -1,566	-62%	-$603K	0.11%	99
2023 Q4	$948K	Sell	2,517 -2,855	-53%	-$998K	0.35%	53
2023 Q3	$1.8M	Buy	5,372 +256	+5%	+$88.8K	0.71%	26
2023 Q2	$1.76M	Buy	5,116 +86	+2%	+$28.9K	0.64%	29
2023 Q1	$1.67M	Sell	5,030 -4,174	-45%	-$1.39M	0.71%	20
2022 Q4	$3.05M	Sell	9,204 -1,506	-14%	-$490K	1.72%	13
2022 Q3	$3.08M	Sell	10,710 -15,985	-60%	-$5.08M	1.98%	8
2022 Q2	$8.22M	Sell	26,695 -6,125	-19%	-$2M	4.79%	4
2022 Q1	$11.3M	Sell	32,820 -247,240	-88%	-$85.8M	7.59%	2
2021 Q4	$102M	Buy	+280,060	New	+$99.5M	7.29%	5

Other funds holding DIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group's DIA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025: 66 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DIA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DIA in Q4 2021 and has held it in 14 quarters since. The position peaked at $102M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 66 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $27.5K as of Q2 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #310 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $102M in Q4 2021.
1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.