VestGen Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

VestGen Advisors’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	$1.36M	Buy	2,602 +82	+3%	+$41K	0.04%	384
2026 Q1	$1.25M	Sell	2,520 -1	-0%	-$484	0.03%	401
2025 Q4	$1.21M	Buy	2,521 +607	+32%	+$287K	0.05%	322
2025 Q3	$888K	Sell	1,914 -227	-11%	-$102K	0.03%	386
2025 Q2	$945K	Sell	2,141 -3,024	-59%	-$1.25M	0.04%	336
2025 Q1	$2.17M	Buy	+5,165	New	+$2.23M	0.1%	180

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

VestGen Advisors's DIA Position: Q2 2026 in Review

VestGen Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.3% in Q2 2026, buying an estimated $41K and bringing the position to 2,602 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #384.

VestGen Advisors first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.17M in Q1 2025. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

VestGen Advisors held 2,602 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.36M as of Q2 2026.
VestGen Advisors bought 82 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $41K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #384 holding.
VestGen Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $2.17M in Q1 2025.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.