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

Venture Visionary 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	$5.4M	Sell	10,614 -17	-0.2%	-$8.95K	0.14%	150
2026 Q2	$5.55M	Buy	10,631 +4	+0%	+$2K	0.15%	143
2026 Q1	$4.92M	Sell	10,627 -12	-0.1%	-$5.81K	0.16%	137
2025 Q4	$5.11M	Sell	10,639 -95	-0.9%	-$44.9K	0.17%	123
2025 Q3	$4.98M	Buy	10,734 +104	+1%	+$46.9K	0.17%	125
2025 Q2	$4.68M	Sell	10,630 -2,460	-19%	-$1.02M	0.18%	126
2025 Q1	$5.5M	Buy	13,090 +2	+0%	+$865	0.23%	109
2024 Q4	$5.57M	Buy	13,088 +25	+0.2%	+$10.8K	0.24%	106
2024 Q3	$5.53M	Sell	13,063 -388	-3%	-$158K	0.24%	108
2024 Q2	$5.26M	Sell	13,451 -19	-0.1%	-$7.38K	0.24%	110
2024 Q1	$5.36M	Buy	13,470 +478	+4%	+$184K	0.25%	100
2023 Q4	$4.9M	Sell	12,992 -144	-1%	-$50.3K	0.26%	96
2023 Q3	$4.4M	Buy	13,136 +2	+0%	+$694	0.26%	96
2023 Q2	$4.52M	Buy	13,134 +5	+0%	+$1.68K	0.27%	98
2023 Q1	$4.37M	Sell	13,129 -282	-2%	-$93.7K	0.28%	93
2022 Q4	$4.44M	Buy	13,411 +118	+0.9%	+$38.4K	0.32%	77
2022 Q3	$3.82M	Buy	13,293 +40	+0.3%	+$12.7K	0.31%	76
2022 Q2	$4.08M	Buy	13,253 +2,931	+28%	+$958K	0.31%	70
2022 Q1	$3.58M	Buy	10,322 +2	+0%	+$694	0.24%	93
2021 Q4	$3.75M	Buy	10,320 +202	+2%	+$71.8K	0.24%	90
2021 Q3	$3.42M	Buy	10,118 +2	+0%	+$699	0.24%	90
2021 Q2	$3.49M	Sell	10,116 -678	-6%	-$231K	0.28%	80
2021 Q1	$3.56M	Sell	10,794 -576	-5%	-$182K	0.3%	80
2020 Q4	$3.48M	Buy	11,370 +792	+7%	+$231K	0.38%	55
2020 Q3	$2.94M	Sell	10,578 -3,243	-23%	-$886K	0.72%	32
2020 Q2	$3.56M	Sell	13,821 -759	-5%	-$187K	1.04%	21
2020 Q1	$3.2M	Buy	14,580 +2,392	+20%	+$635K	1.2%	20
2019 Q4	$3.47M	Buy	+12,188	New	+$3.36M	1.05%	21

Other funds holding DIA

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

Venture Visionary Partners's DIA Position: Q3 2026 in Review

Venture Visionary Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.16% in Q3 2026, selling an estimated $8.95K and leaving 10,614 shares worth $5.4M. The position accounts for 0.14% of the portfolio, ranked #150.

Venture Visionary Partners first reported a position in DIA in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.57M in Q4 2024. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Venture Visionary Partners held 10,614 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.4M as of Q3 2026.
Venture Visionary Partners sold 17 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $8.95K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.14% of Venture Visionary Partners's portfolio in Q3 2026, its #150 holding.
Venture Visionary Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 28 quarters since.
Venture Visionary Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.57M in Q4 2024.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.