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Savant Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Savant Capital’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 		$7.87M Buy
15,951
+8,044
+102% +$4.02M 0.02% 325
2026
Q1 		$3.66M Buy
7,907
+40
+0.5% +$19.4K 0.02% 318
2025
Q4 		$3.78M Buy
7,867
+384
+5% +$182K 0.02% 290
2025
Q3 		$3.47M Sell
7,483
-316
-4% -$142K 0.02% 285
2025
Q2 		$3.44M Buy
7,799
+341
+5% +$142K 0.02% 265
2025
Q1 		$3.13M Buy
7,458
+16
+0.2% +$6.92K 0.03% 251
2024
Q4 		$3.17M Sell
7,442
-521
-7% -$226K 0.02% 314
2024
Q3 		$3.37M Buy
7,963
+1,005
+14% +$408K 0.03% 296
2024
Q2 		$2.72M Buy
6,958
+413
+6% +$160K 0.03% 302
2024
Q1 		$2.6M Sell
6,545
-88
-1% -$33.9K 0.03% 287
2023
Q4 		$2.5M Hold
6,633
– – 0.03% 251
2023
Q3 		$2.22M Buy
6,633
+199
+3% +$69K 0.03% 245
2023
Q2 		$2.21M Buy
6,434
+1,158
+22% +$390K 0.03% 239
2023
Q1 		$1.75M Buy
5,276
+3,770
+250% +$1.25M 0.03% 237
2022
Q4 		$499K Buy
1,506
+41
+3% +$13.3K 0.01% 360
2022
Q3 		$421K Hold
1,465
– – 0.01% 355
2022
Q2 		$451K Hold
1,465
– – 0.01% 359
2022
Q1 		$508K Hold
1,465
– – 0.02% 351
2021
Q4 		$532K Hold
1,465
– – 0.02% 343
2021
Q3 		$495K Hold
1,465
– – 0.02% 334
2021
Q2 		$505K Hold
1,465
– – 0.02% 303
2021
Q1 		$484K Hold
1,465
– – 0.03% 286
2020
Q4 		$448K Hold
1,465
– – 0.03% 282
2020
Q3 		$406K Hold
1,465
– – 0.03% 282
2020
Q2 		$378K Sell
1,465
-900
-38% -$221K 0.03% 289
2020
Q1 		$518K Hold
2,365
– – 0.05% 221
2019
Q4 		$674K Sell
2,365
-250
-10% -$68.9K 0.08% 174
2019
Q3 		$704K Hold
2,615
– – 0.1% 152
2019
Q2 		$695K Buy
+2,615
New +$683K 0.1% 155

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital's DIA Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 102% in Q2 2026, buying an estimated $4.02M and bringing the position to 15,951 shares worth $7.87M. The position accounts for 0.02% of the portfolio, ranked #325.

Savant Capital first reported a position in DIA in Q2 2019 and has held it in 29 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Savant Capital held 15,951 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.87M as of Q2 2026.
  • Savant Capital bought 8,044 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $4.02M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Savant Capital's portfolio in Q2 2026, its #325 holding.
  • Savant Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 29 quarters since.
  • 1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.