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

Vista Investment 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 Q3	$500K	Hold	983	–	–	0.13%	112
2026 Q2	$513K	Hold	983	–	–	0.13%	115
2026 Q1	$455K	Hold	983	–	–	0.12%	123
2025 Q4	$472K	Hold	983	–	–	0.12%	117
2025 Q3	$456K	Hold	983	–	–	0.13%	113
2025 Q2	$433K	Buy	983 +28	+3%	+$11.6K	0.12%	111
2025 Q1	$401K	Buy	955 +4	+0.4%	+$1.73K	0.12%	119
2024 Q4	$405K	Buy	951 +4	+0.4%	+$1.73K	0.13%	119
2024 Q3	$401K	Buy	947 +3	+0.3%	+$1.22K	0.13%	115
2024 Q2	$369K	Buy	944 +2	+0.2%	+$776	0.12%	118
2024 Q1	$375K	Hold	942	–	–	0.13%	111
2023 Q4	$355K	Buy	+942	New	+$329K	0.13%	105

Other funds holding DIA

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Vista Investment Partners's DIA Position: Q3 2026 in Review

Vista Investment Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 983 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #112.

Vista Investment Partners first reported a position in DIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $513K in Q2 2026. 79 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Vista Investment Partners held 983 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $500K as of Q3 2026.
Vista Investment Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.13% of Vista Investment Partners's portfolio in Q3 2026, its #112 holding.
Vista Investment Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $513K in Q2 2026.
79 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.