Vision Retirement’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.2M Buy
32,857
+348
+1% +$174K 4.15% 4
2026
Q1
$15.1M Buy
32,509
+938
+3% +$454K 4.28% 4
2025
Q4
$15.2M Buy
+31,571
New +$14.9M 4.07% 4

Other funds holding DIA

Vision Retirement's DIA Position: Q2 2026 in Review

Vision Retirement increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.1% in Q2 2026, buying an estimated $174K and bringing the position to 32,857 shares worth $17.2M. The position accounts for 4.15% of the portfolio, ranked #4.

Vision Retirement first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 1,393 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Vision Retirement held 32,857 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $17.2M as of Q2 2026.
  • Vision Retirement bought 348 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $174K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 4.15% of Vision Retirement's portfolio in Q2 2026, its #4 holding.
  • Vision Retirement first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,393 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.