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 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

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

Venture Visionary Partners's DIA Position: Q2 2026 in Review

Venture Visionary Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.04% in Q2 2026, buying an estimated $2K and bringing the position to 10,631 shares worth $5.55M. The position accounts for 0.15% of the portfolio, ranked #143.

Venture Visionary Partners first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.57M in Q4 2024. 1,442 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Venture Visionary Partners held 10,631 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.55M as of Q2 2026.
Venture Visionary Partners bought 4 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Venture Visionary Partners's portfolio in Q2 2026, its #143 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 27 quarters since.
Venture Visionary Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.57M in Q4 2024.
1,442 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.