Sovran Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Sovran Advisors’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	$1.83M	Buy	3,481 +151	+5%	+$75.4K	0.14%	170
2026 Q1	$1.65M	Buy	3,330 +172	+5%	+$83.3K	0.13%	172
2025 Q4	$1.56M	Buy	3,158 +1,730	+121%	+$818K	0.13%	174
2025 Q3	$678K	Buy	1,428 +31	+2%	+$14K	0.06%	279
2025 Q2	$618K	Buy	1,397 +722	+107%	+$300K	0.06%	283
2025 Q1	$264K	Buy	675 +111	+20%	+$48K	0.03%	399
2024 Q4	$240K	Buy	+564	New	+$244K	0.03%	380

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

Sovran Advisors's DIA Position: Q2 2026 in Review

Sovran Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.5% in Q2 2026, buying an estimated $75.4K and bringing the position to 3,481 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #170.

Sovran Advisors first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Sovran Advisors held 3,481 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.83M as of Q2 2026.
Sovran Advisors bought 151 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $75.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Sovran Advisors's portfolio in Q2 2026, its #170 holding.
Sovran Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.