Vontobel Holding
DIA icon

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

Vontobel Holding’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 		$1.23M Sell
2,417
-46
-2% -$24.2K ﹤0.01% 755
2026
Q2 		$1.29M Sell
2,463
-889
-27% -$444K ﹤0.01% 740
2026
Q1 		$1.55M Buy
3,352
+1,526
+84% +$739K 0.01% 570
2025
Q4 		$878K Buy
1,826
+98
+6% +$46.4K ﹤0.01% 793
2025
Q3 		$801K Sell
1,728
-426
-20% -$192K ﹤0.01% 795
2025
Q2 		$949K Buy
2,154
+387
+22% +$161K ﹤0.01% 693
2025
Q1 		$742K Sell
1,767
-1,462
-45% -$632K ﹤0.01% 672
2024
Q4 		$1.37M Sell
3,229
-1,172
-27% -$507K ﹤0.01% 516
2024
Q3 		$1.86M Sell
4,401
-3,009
-41% -$1.22M 0.01% 463
2024
Q2 		$2.9M Buy
7,410
+3,700
+100% +$1.44M 0.01% 378
2024
Q1 		$1.48M Sell
3,710
-67
-2% -$25.8K 0.01% 491
2023
Q4 		$1.42M Sell
3,777
-1,028
-21% -$359K 0.01% 509
2023
Q3 		$1.61M Sell
4,805
-153
-3% -$53.1K 0.01% 470
2023
Q2 		$1.7M Buy
4,958
+250
+5% +$84.1K 0.02% 473
2023
Q1 		$1.57M Sell
4,708
-7,810
-62% -$2.6M 0.01% 475
2022
Q4 		$4.15M Sell
12,518
-6,557
-34% -$2.13M 0.04% 306
2022
Q3 		$5.48M Sell
19,075
-267
-1% -$84.9K 0.06% 252
2022
Q2 		$5.95M Buy
19,342
+5,537
+40% +$1.81M 0.06% 237
2022
Q1 		$4.79M Buy
13,805
+8,106
+142% +$2.81M 0.04% 291
2021
Q4 		$2.07M Buy
+5,699
New +$2.02M 0.02% 428

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Vontobel Holding's DIA Position: Q3 2026 in Review

Vontobel Holding reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.9% in Q3 2026, selling an estimated $24.2K and leaving 2,417 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Vontobel Holding first reported a position in DIA in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.95M in Q2 2022. 1,159 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Vontobel Holding held 2,417 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.23M as of Q3 2026.
  • Vontobel Holding sold 46 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $24.2K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #755 holding.
  • Vontobel Holding first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 20 quarters since.
  • Vontobel Holding's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.95M in Q2 2022.
  • 1,159 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.