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

Richmond Investment Services’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	–	Sell	-437	Closed	-$202K	–	166
2026 Q1	$202K	Buy	437 +1	+0.2%	+$484	0.03%	249
2025 Q4	$209K	Buy	436 +2	+0.5%	+$946	0.04%	224
2025 Q3	$201K	Buy	+434	New	+$196K	0.04%	222

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

Richmond Investment Services's DIA Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 437 shares — an estimated $202K sold.

Richmond Investment Services first reported a position in DIA in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q4 2025. 1,447 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Richmond Investment Services reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 437 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $202K.
Richmond Investment Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and held it in 3 quarters.
Richmond Investment Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $209K in Q4 2025.
1,447 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.