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

Horizon Wealth Management’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	$650K	Hold	1,244	–	–	0.08%	79
2026 Q1	$576K	Buy	1,244 +225	+22%	+$109K	0.08%	79
2025 Q4	$490K	Sell	1,019 -643	-39%	-$304K	0.08%	77
2025 Q3	$771K	Hold	1,662	–	–	0.11%	53
2025 Q2	$732K	Sell	1,662 -148	-8%	-$61.4K	0.13%	44
2025 Q1	$760K	Hold	1,810	–	–	0.13%	39
2024 Q4	$770K	Sell	1,810 -8,069	-82%	-$3.49M	0.13%	37
2024 Q3	$4.18M	Sell	9,879 -54	-0.5%	-$21.9K	0.83%	19
2024 Q2	$3.89M	Sell	9,933 -109,331	-92%	-$42.4M	0.93%	17
2024 Q1	$47.4M	Buy	119,264 +13,049	+12%	+$5.03M	12.38%	3
2023 Q4	$40M	Buy	106,215 +5,135	+5%	+$1.79M	11.13%	3
2023 Q3	$33.9M	Buy	+101,080	New	+$35.1M	13.6%	3

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 Wealth Management's DIA Position: Q2 2026 in Review

Horizon Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,244 shares worth $650K. The position accounts for 0.08% of the portfolio, ranked #79.

Horizon Wealth Management first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. The position peaked at $47.4M in Q1 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Horizon Wealth Management held 1,244 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $650K as of Q2 2026.
Horizon Wealth Management 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 0.08% of Horizon Wealth Management's portfolio in Q2 2026, its #79 holding.
Horizon Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 12 quarters since.
Horizon Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $47.4M in Q1 2024.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.