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 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

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

Stevens Capital Partners's DIA Position: Q2 2026 in Review

Stevens Capital Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 646 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #112.

Stevens Capital Partners first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Stevens Capital Partners held 646 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $337K as of Q2 2026.
Stevens Capital Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Stevens Capital Partners's portfolio in Q2 2026, its #112 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 4 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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