Koss-Olinger Consulting’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Koss-Olinger Consulting’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	-1,021	Closed	-$491K	–	271
2025 Q4	$491K	Sell	1,021 -1,150	-53%	-$544K	0.04%	169
2025 Q3	$957K	Hold	2,171	–	–	0.08%	126
2025 Q2	$957K	Sell	2,171 -116	-5%	-$48.1K	0.08%	126
2025 Q1	$960K	Buy	+2,287	New	+$989K	0.08%	123
2024 Q4	–	Sell	-2,520	Closed	-$1.07M	–	214
2024 Q3	$1.07M	Sell	2,520 -110	-4%	-$44.7K	0.09%	105
2024 Q2	$1.03M	Buy	+2,630	New	+$1.02M	0.1%	103
2024 Q1	–	Sell	-2,785	Closed	-$1.05M	–	110
2023 Q4	$1.05M	Sell	2,785 -125	-4%	-$43.7K	0.1%	96
2023 Q3	$975K	Sell	2,910 -180	-6%	-$62.4K	0.14%	88
2023 Q2	$1.06M	Sell	3,090 -50	-2%	-$16.8K	0.12%	90
2023 Q1	$1.04M	Buy	+3,140	New	+$1.04M	0.13%	88
2021 Q4	–	Sell	-3,550	Closed	-$1.2M	–	230
2021 Q3	$1.2M	Hold	3,550	–	–	0.2%	48
2021 Q2	$1.23M	Hold	3,550	–	–	0.18%	64
2021 Q1	$1.17M	Buy	+3,550	New	+$1.12M	0.2%	57

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

Koss-Olinger Consulting's DIA Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 1,021 shares — an estimated $491K sold.

Koss-Olinger Consulting first reported a position in DIA in Q1 2021 and held it in 13 quarters. The position peaked at $1.23M in Q2 2021. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Koss-Olinger Consulting reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 1,021 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $491K.
Koss-Olinger Consulting first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 13 quarters.
Koss-Olinger Consulting's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.23M in Q2 2021.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.