&Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

&Partners’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	$19.6M	Buy	37,300 +2,006	+6%	+$1M	0.08%	224
2026 Q1	$16.3M	Buy	35,294 +900	+3%	+$436K	0.08%	231
2025 Q4	$16.5M	Buy	34,394 +4,872	+17%	+$2.3M	0.09%	212
2025 Q3	$13.7M	Buy	29,522 +16,696	+130%	+$7.53M	0.09%	219
2025 Q2	$5.64M	Buy	12,826 +3,667	+40%	+$1.52M	0.04%	342
2025 Q1	$3.81M	Buy	9,159 +2,266	+33%	+$980K	0.04%	353
2024 Q4	$2.94M	Buy	6,893 +1,995	+41%	+$864K	0.04%	388
2024 Q3	$2.07M	Buy	4,898 +4,236	+640%	+$1.72M	0.04%	360
2024 Q2	$259K	Buy	+662	New	+$257K	0.01%	764

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

&Partners's DIA Position: Q2 2026 in Review

&Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.7% in Q2 2026, buying an estimated $1M and bringing the position to 37,300 shares worth $19.6M. The position accounts for 0.08% of the portfolio, ranked #224.

&Partners first reported a position in DIA in Q2 2024 and has held it in 9 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

&Partners held 37,300 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $19.6M as of Q2 2026.
&Partners bought 2,006 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of &Partners's portfolio in Q2 2026, its #224 holding.
&Partners 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.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.