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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Horizon Investments's DIA Position: Q1 2026 in Review

Horizon Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 3 shares — an estimated $1.44K sold.

Horizon Investments first reported a position in DIA in Q2 2013 and held it in 14 quarters. The position peaked at $132M in Q1 2016. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Horizon Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Horizon Investments sold 3 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.44K.
Horizon Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 14 quarters.
Horizon Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $132M in Q1 2016.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.