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

Moseley Investment 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	$299K	Hold	645	–	–	0.1%	121
2025 Q4	$310K	Sell	645 -15	-2%	-$7.1K	0.1%	119
2025 Q3	$306K	Hold	660	–	–	0.09%	128
2025 Q2	$291K	Hold	660	–	–	0.1%	124
2025 Q1	$277K	Sell	660 -400	-38%	-$173K	0.11%	120
2024 Q4	$451K	Buy	+1,060	New	+$459K	0.18%	97

Other funds holding DIA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Moseley Investment Management's DIA Position: Q1 2026 in Review

Moseley Investment Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 645 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #121.

Moseley Investment Management first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Moseley Investment Management held 645 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $299K as of Q1 2026.
Moseley Investment Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.1% of Moseley Investment Management's portfolio in Q1 2026, its #121 holding.
Moseley Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
Moseley Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $451K in Q4 2024.
1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.