PVI
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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
2025
Q3 		– Hold
0
– -$397K – 572
2025
Q2 		– Hold
0
– – – 376
2024
Q4 		– Hold
0
– -$212K – 526
2024
Q3 		– Hold
0
– – – 474
2024
Q2 		– Hold
0
– -$676K – 493
2024
Q1 		– Hold
0
– – – 267

Other funds holding DIA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
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.