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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
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

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return