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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Richmond Investment Services's DIA Position: Q1 2026 in Review

Richmond Investment Services increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.23% in Q1 2026, buying an estimated $484 and bringing the position to 437 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #249.

Richmond Investment Services first reported a position in DIA in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Richmond Investment Services held 437 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $202K as of Q1 2026.
Richmond Investment Services bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q1 2026, an estimated $484.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Richmond Investment Services's portfolio in Q1 2026, its #249 holding.
Richmond Investment Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 3 quarters since.
Richmond Investment Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $209K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.