Univest Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Univest Financial’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	$201K	Buy	+385	New	+$192K	0.01%	271
2026 Q1	–	Sell	-424	Closed	-$204K	–	255
2025 Q4	$204K	Buy	+424	New	+$201K	0.01%	251

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

Univest Financial's DIA Position: Q2 2026 in Review

Univest Financial opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 385 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Univest Financial previously reported a position in DIA as recently as Q4 2025.

Univest Financial first reported a position in DIA in Q4 2025 and has held it in 2 quarters since. The position peaked at $204K in Q4 2025. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Univest Financial held 385 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $201K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Univest Financial position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Univest Financial's portfolio in Q2 2026, its #271 holding.
Univest Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 2 quarters since.
Univest Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $204K in Q4 2025.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.