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

OneDigital Investment Advisors’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 		$1.6M Buy
3,445
+1,746
+103% +$846K 0.02% 546
2025
Q4 		$816K Buy
1,699
+151
+10% +$71.4K 0.01% 748
2025
Q3 		$718K Sell
1,548
-11
-0.7% -$4.96K 0.01% 779
2025
Q2 		$687K Sell
1,559
-48
-3% -$19.9K 0.01% 777
2025
Q1 		$675K Sell
1,607
-4
-0.2% -$1.73K 0.01% 743
2024
Q4 		$686K Sell
1,611
-23
-1% -$9.96K 0.01% 766
2024
Q3 		$691K Sell
1,634
-149
-8% -$60.5K 0.01% 801
2024
Q2 		$698K Buy
1,783
+674
+61% +$262K 0.01% 760
2024
Q1 		$441K Sell
1,109
-69
-6% -$26.6K 0.01% 780
2023
Q4 		$444K Buy
1,178
+123
+12% +$43K 0.01% 760
2023
Q3 		$353K Buy
1,055
+72
+7% +$25K 0.01% 752
2023
Q2 		$338K Sell
983
-400
-29% -$135K 0.01% 778
2023
Q1 		$460K Buy
1,383
+148
+12% +$49.2K 0.01% 654
2022
Q4 		$409K Buy
1,235
+302
+32% +$98.2K 0.01% 574
2022
Q3 		$268K Hold
933
– – 0.01% 626
2022
Q2 		$287K Sell
933
-819
-47% -$268K 0.01% 568
2022
Q1 		$608K Buy
1,752
+432
+33% +$150K 0.02% 387
2021
Q4 		$480K Buy
1,320
+2
+0.2% +$711 0.02% 455
2021
Q3 		$446K Buy
1,318
+431
+49% +$151K 0.02% 446
2021
Q2 		$306K Buy
+887
New +$303K 0.01% 550
2020
Q3 		– Sell
-1,516
Closed -$391K – 669
2020
Q2 		$391K Sell
1,516
-157
-9% -$38.6K 0.03% 366
2020
Q1 		$367K Hold
1,673
– – 0.03% 327
2019
Q4 		$477K Hold
1,673
– – 0.04% 317
2019
Q3 		$450K Buy
+1,673
New +$446K 0.04% 295
2018
Q3 		– Sell
-1,624
Closed -$395K – 1071
2018
Q2 		$395K Sell
1,624
-411
-20% -$101K 0.08% 146
2018
Q1 		$492K Sell
2,035
-44
-2% -$11.1K 0.11% 125
2017
Q4 		$515K Buy
2,079
+2,015
+3,148% +$477K 0.06% 124
2017
Q3 		$14K Sell
64
-14
-18% -$3.06K 0.01% 750
2017
Q2 		$17K Buy
+78
New +$16.4K 0.01% 796

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B 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 $618B 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OneDigital Investment Advisors's DIA Position: Q1 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 103% in Q1 2026, buying an estimated $846K and bringing the position to 3,445 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #546.

OneDigital Investment Advisors first reported a position in DIA in Q2 2017 and has held it in 29 quarters since. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • OneDigital Investment Advisors held 3,445 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.6M as of Q1 2026.
  • OneDigital Investment Advisors bought 1,746 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $846K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #546 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and has held it in 29 quarters since.
  • 1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.