ORG Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

ORG Partners’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 Q4	$22.6K	Hold	47	–	–	﹤0.01%	770
2025 Q3	$21.8K	Hold	47	–	–	﹤0.01%	781
2025 Q2	$20.9K	Sell	47 -108	-70%	-$44.8K	﹤0.01%	747
2025 Q1	$65K	Sell	155 -440	-74%	-$190K	0.02%	447
2024 Q4	$253K	Buy	595 +495	+495%	+$214K	0.03%	282
2024 Q3	$42.3K	Hold	100	–	–	0.01%	548
2024 Q2	$39.1K	Buy	+100	New	+$38.8K	﹤0.01%	876
2024 Q1	–	Sell	-100	Closed	-$37.7K	–	659
2023 Q4	$37.7K	Hold	100	–	–	0.01%	583
2023 Q3	$33.5K	Hold	100	–	–	0.01%	591
2023 Q2	$34.4K	Buy	+100	New	+$33.7K	0.01%	751

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ORG Partners's DIA Position: Q4 2025 in Review

ORG Partners held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2025 at 47 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

ORG Partners first reported a position in DIA in Q2 2023 and has held it in 10 quarters since. The position peaked at $253K in Q4 2024. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

ORG Partners held 47 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $22.6K as of Q4 2025.
ORG Partners left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2025.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #770 holding.
ORG Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $253K in Q4 2024.
1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.