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

Vantage Point 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	–	Sell	-673	Closed	-$312K	–	192
2026 Q1	$312K	Buy	+673	New	+$326K	0.11%	127
2025 Q4	–	Sell	-618	Closed	-$287K	–	172
2025 Q3	$287K	Buy	618 +1	+0.2%	+$451	0.11%	123
2025 Q2	$272K	Hold	617	–	–	0.12%	117
2025 Q1	$259K	Hold	617	–	–	0.13%	108
2024 Q4	$263K	Buy	+617	New	+$267K	0.14%	97

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

Vantage Point Financial's DIA Position: Q2 2026 in Review

Vantage Point Financial sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026, closing a stake of 673 shares — an estimated $312K sold.

Vantage Point Financial first reported a position in DIA in Q4 2024 and held it in 5 quarters. The position peaked at $312K in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Vantage Point Financial reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2026 after selling out during the quarter.
Vantage Point Financial sold 673 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $312K.
Vantage Point Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and held it in 5 quarters.
Vantage Point Financial's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $312K in Q1 2026.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.