Vestmark Advisory Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Vestmark Advisory Solutions’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	$1.93M	Buy	3,696 +22	+0.6%	+$11K	0.02%	729
2026 Q1	$1.7M	Buy	3,674 +910	+33%	+$441K	0.02%	690
2025 Q4	$1.33M	Buy	2,764 +44	+2%	+$20.8K	0.02%	714
2025 Q3	$1.26M	Buy	+2,720	New	+$1.23M	0.02%	490

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

Vestmark Advisory Solutions's DIA Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.6% in Q2 2026, buying an estimated $11K and bringing the position to 3,696 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #729.

Vestmark Advisory Solutions first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Vestmark Advisory Solutions held 3,696 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.93M as of Q2 2026.
Vestmark Advisory Solutions bought 22 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $11K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #729 holding.
Vestmark Advisory Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.