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Oarsman Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-190
Closed -$81K – 393
2024
Q4 		$81K Buy
+190
New +$82.2K 0.01% 370
2020
Q2 		– Sell
-1,505
Closed -$330K – 171
2020
Q1 		$330K Hold
1,505
– – 0.3% 76
2019
Q4 		$429K Sell
1,505
-50
-3% -$13.8K 0.2% 116
2019
Q3 		$419K Hold
1,555
– – 0.2% 114
2019
Q2 		$413K Sell
1,555
-15
-1% -$3.92K 0.19% 116
2019
Q1 		$407K Hold
1,570
– – 0.19% 117
2018
Q4 		$366K Sell
1,570
-135
-8% -$33.7K 0.19% 122
2018
Q3 		$451K Sell
1,705
-175
-9% -$44.8K 0.18% 122
2018
Q2 		$456K Hold
1,880
– – 0.21% 117
2018
Q1 		$454K Sell
1,880
-170
-8% -$42.7K 0.21% 121
2017
Q4 		$507K Sell
2,050
-100
-5% -$23.7K 0.22% 115
2017
Q3 		$481K Hold
2,150
– – 0.2% 115
2017
Q2 		$458K Hold
2,150
– – 0.21% 120
2017
Q1 		$444K Buy
+2,150
New +$438K 0.21% 124
2016
Q4 		– Sell
-2,573
Closed -$470K – 159
2016
Q3 		$470K Sell
2,573
-50
-2% -$9.18K 0.24% 106
2016
Q2 		$470K Hold
2,623
– – 0.24% 102
2016
Q1 		$463K Hold
2,623
– – 0.25% 106
2015
Q4 		$456K Sell
2,623
-280
-10% -$48.9K 0.26% 110
2015
Q3 		$472K Hold
2,903
– – 0.28% 108
2015
Q2 		$510K Hold
2,903
– – 0.35% 96
2015
Q1 		$516K Hold
2,903
– – 0.36% 94
2014
Q4 		$516K Sell
2,903
-340
-10% -$58.9K 0.37% 93
2014
Q3 		$552K Hold
3,243
– – 0.41% 91
2014
Q2 		$544K Sell
3,243
-200
-6% -$33.2K 0.39% 94
2014
Q1 		$565K Sell
3,443
-400
-10% -$64.6K 0.44% 86
2013
Q4 		$636K Sell
3,843
-50
-1% -$7.86K 0.51% 73
2013
Q3 		$588K Hold
3,893
– – 0.51% 77
2013
Q2 		$578K Buy
+3,893
New +$582K 0.55% 77

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oarsman Capital's DIA Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 190 shares — an estimated $81K sold.

Oarsman Capital first reported a position in DIA in Q2 2013 and held it in 28 quarters. The position peaked at $636K in Q4 2013. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 190 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $81K.
  • Oarsman Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and held it in 28 quarters.
  • Oarsman Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $636K in Q4 2013.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.