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

Vista Capital 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	$297K	Hold	569	–	–	0.03%	135
2026 Q1	$264K	Sell	569 -471	-45%	-$228K	0.03%	131
2025 Q4	$500K	Buy	1,040 +356	+52%	+$168K	0.05%	90
2025 Q3	$317K	Buy	684 +1	+0.1%	+$451	0.03%	104
2025 Q2	$301K	Hold	683	–	–	0.03%	98
2025 Q1	$287K	Sell	683 -94	-12%	-$40.7K	0.03%	86
2024 Q4	$331K	Buy	+777	New	+$336K	0.04%	82

Other funds holding DIA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vista Capital Partners's DIA Position: Q2 2026 in Review

Vista Capital Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 569 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #135.

Vista Capital Partners first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q4 2025. 738 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Vista Capital Partners held 569 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $297K as of Q2 2026.
Vista Capital Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #135 holding.
Vista Capital Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 7 quarters since.
Vista Capital Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $500K in Q4 2025.
738 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.