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

Revolve Wealth 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	$358K	Buy	685 +101	+17%	+$50.4K	0.04%	246
2026 Q1	$271K	Buy	584 +14	+2%	+$6.78K	0.04%	189
2025 Q4	$274K	Buy	570 +2	+0.4%	+$946	0.03%	190
2025 Q3	$263K	Hold	568	–	–	0.03%	187
2025 Q2	$250K	Buy	568 +1	+0.2%	+$415	0.03%	192
2025 Q1	$238K	Hold	567	–	–	0.03%	192
2024 Q4	$241K	Buy	567 +1	+0.2%	+$433	0.03%	192
2024 Q3	$239K	Buy	566 +2	+0.4%	+$813	0.04%	177
2024 Q2	$221K	Sell	564 -25	-4%	-$9.71K	0.04%	164
2024 Q1	$234K	Buy	589 +1	+0.2%	+$385	0.04%	160
2023 Q4	$222K	Buy	+588	New	+$205K	0.04%	147

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

Revolve Wealth Partners's DIA Position: Q2 2026 in Review

Revolve Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q2 2026, buying an estimated $50.4K and bringing the position to 685 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #246.

Revolve Wealth Partners first reported a position in DIA in Q4 2023 and has held it in 11 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Revolve Wealth Partners held 685 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $358K as of Q2 2026.
Revolve Wealth Partners bought 101 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $50.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #246 holding.
Revolve Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.