Pine Valley Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pine Valley Investments’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	$374K	Hold	715	–	–	0.01%	451
2026 Q1	$332K	Buy	715 +2	+0.3%	+$969	0.02%	449
2025 Q4	$343K	Buy	713 +2	+0.3%	+$946	0.02%	423
2025 Q3	$331K	Sell	711 -57	-7%	-$25.7K	0.02%	428
2025 Q2	$339K	Buy	768 +3	+0.4%	+$1.25K	0.02%	405
2025 Q1	$322K	Hold	765	–	–	0.02%	406
2024 Q4	$326K	Sell	765 -68	-8%	-$29.4K	0.02%	409
2024 Q3	$353K	Buy	833 +40	+5%	+$16.3K	0.02%	382
2024 Q2	$311K	Sell	793 -45	-5%	-$17.5K	0.02%	380
2024 Q1	$334K	Hold	838	–	–	0.02%	376
2023 Q4	$316K	Hold	838	–	–	0.02%	373
2023 Q3	$281K	Hold	838	–	–	0.03%	374
2023 Q2	$289K	Buy	838 +61	+8%	+$20.5K	0.03%	325
2023 Q1	$261K	Buy	+777	New	+$258K	0.04%	235

Other funds holding DIA

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Pine Valley Investments's DIA Position: Q2 2026 in Review

Pine Valley Investments held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 715 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #451.

Pine Valley Investments first reported a position in DIA in Q1 2023 and has held it in 14 quarters since. 880 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Pine Valley Investments held 715 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $374K as of Q2 2026.
Pine Valley Investments left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #451 holding.
Pine Valley Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and has held it in 14 quarters since.
880 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.