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

Stevens Capital 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 Q3	$990K	Buy	1,946 +1,300	+201%	+$684K	0.17%	78
2026 Q2	$337K	Hold	646	–	–	0.06%	112
2026 Q1	$299K	Buy	646 +1	+0.2%	+$484	0.07%	102
2025 Q4	$310K	Buy	645 +12	+2%	+$5.68K	0.08%	85
2025 Q3	$294K	Buy	+633	New	+$285K	0.09%	80

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stevens Capital Partners's DIA Position: Q3 2026 in Review

Stevens Capital Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 201% in Q3 2026, buying an estimated $684K and bringing the position to 1,946 shares worth $990K. The position accounts for 0.17% of the portfolio, ranked #78.

Stevens Capital Partners first reported a position in DIA in Q3 2025 and has held it in 5 quarters since. 1,194 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Stevens Capital Partners held 1,946 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $990K as of Q3 2026.
Stevens Capital Partners bought 1,300 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $684K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.17% of Stevens Capital Partners's portfolio in Q3 2026, its #78 holding.
Stevens Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 5 quarters since.
1,194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.