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

Horizon Investments’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	$1.04K	Buy	+2	New	+$999	﹤0.01%	1302
2026 Q1	–	Sell	-3	Closed	-$1.44K	–	1436
2025 Q4	$1.44K	Buy	3 +2	+200%	+$946	﹤0.01%	1219
2025 Q3	$464	Buy	+1	New	+$451	﹤0.01%	1142
2025 Q1	–	Sell	-4	Closed	-$1.7K	–	883
2024 Q4	$1.7K	Hold	4	–	–	﹤0.01%	747
2024 Q3	$1.69K	Buy	4 +3	+300%	+$1.22K	﹤0.01%	727
2024 Q2	$391	Sell	1 -1	-50%	-$388	﹤0.01%	806
2024 Q1	$795	Sell	2 -1	-33%	-$385	﹤0.01%	766
2023 Q4	$1.13K	Buy	+3	New	+$1.05K	﹤0.01%	665
2023 Q3	–	Sell	-1	Closed	-$344	–	805
2023 Q2	$344	Sell	1 -6	-86%	-$2.02K	﹤0.01%	715
2023 Q1	$2.33K	Buy	+7	New	+$2.33K	﹤0.01%	655
2016 Q3	–	Sell	-657,293	Closed	-$118M	–	121
2016 Q2	$118M	Sell	657,293 -92,788	-12%	-$16.5M	8.82%	5
2016 Q1	$132M	Buy	+750,081	New	+$125M	10.63%	4
2014 Q1	–	Sell	-1,230	Closed	-$204K	–	108
2013 Q4	$204K	Sell	1,230 -416	-25%	-$65.4K	0.03%	69
2013 Q3	$249K	Sell	1,646 -460,547	-100%	-$70.3M	0.06%	57
2013 Q2	$68.7M	Buy	+462,193	New	+$69M	19.99%	2

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

Horizon Investments's DIA Position: Q2 2026 in Review

Horizon Investments opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 2 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Horizon Investments previously reported a position in DIA as recently as Q4 2025.

Horizon Investments first reported a position in DIA in Q2 2013 and has held it in 15 quarters since. The position peaked at $132M in Q1 2016. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Horizon Investments held 2 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.04K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Horizon Investments position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1302 holding.
Horizon Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 15 quarters since.
Horizon Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $132M in Q1 2016.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.