Optivise Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.12M Buy
4,056
+214
+6% +$107K 1.08% 19
2026
Q1
$1.78M Buy
3,842
+268
+7% +$130K 1.08% 18
2025
Q4
$1.72M Buy
3,574
+297
+9% +$140K 0.99% 24
2025
Q3
$1.52M Buy
3,277
+118
+4% +$53.2K 0.9% 27
2025
Q2
$1.39M Sell
3,159
-331
-9% -$137K 0.71% 35
2025
Q1
$1.47M Buy
3,490
+176
+5% +$76.1K 0.82% 27
2024
Q4
$1.41M Buy
3,314
+473
+17% +$205K 0.76% 35
2024
Q3
$1.2M Sell
2,841
-616
-18% -$250K 0.63% 41
2024
Q2
$1.35M Buy
+3,457
New +$1.34M 0.73% 37

Other funds holding DIA

Optivise Advisory Services's DIA Position: Q2 2026 in Review

Optivise Advisory Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.6% in Q2 2026, buying an estimated $107K and bringing the position to 4,056 shares worth $2.12M. The position accounts for 1.08% of the portfolio, ranked #19.

Optivise Advisory Services first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Optivise Advisory Services held 4,056 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $2.12M as of Q2 2026.
  • Optivise Advisory Services bought 214 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $107K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.08% of Optivise Advisory Services's portfolio in Q2 2026, its #19 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 9 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.