Optivise Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
Other funds holding DIA
Optivise Advisory Services's DIA Position: Q3 2026 in Review
Optivise Advisory Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.2% in Q3 2026, selling an estimated $25.3K and leaving 4,008 shares worth $2.04M. The position accounts for 1% of the portfolio, ranked #26.
Optivise Advisory Services first reported a position in DIA in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2026. 519 funds tracked by Wall St. Rank hold DIA as of Q3 2026.
- Optivise Advisory Services held 4,008 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.04M as of Q3 2026.
- Optivise Advisory Services sold 48 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $25.3K.
- State Street SPDR Dow Jones Industrial Average ETF Trust made up 1% of Optivise Advisory Services's portfolio in Q3 2026, its #26 holding.
- Optivise Advisory Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.12M in Q2 2026.
- 519 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.