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Orion Portfolio Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Orion Portfolio Solutions’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 		$5.9M Buy
14,051
+8,770
+166% +$3.79M 0.06% 308
2024
Q4 		$2.25M Buy
5,281
+1,147
+28% +$497K 0.02% 642
2024
Q3 		$1.75M Sell
4,134
-1,789
-30% -$727K 0.02% 762
2024
Q2 		$2.32M Buy
5,923
+358
+6% +$139K 0.02% 586
2024
Q1 		$2.21M Buy
5,565
+152
+3% +$58.6K 0.02% 619
2023
Q4 		$2.04M Sell
5,413
-2,867
-35% -$1M 0.02% 618
2023
Q3 		$2.77M Buy
8,280
+1,545
+23% +$536K 0.03% 473
2023
Q2 		$2.32M Sell
6,735
-797
-11% -$268K 0.02% 588
2023
Q1 		$2.51M Buy
7,532
+633
+9% +$210K 0.03% 505
2022
Q4 		$2.29M Buy
6,899
+918
+15% +$298K 0.08% 174
2022
Q3 		$1.72M Sell
5,981
-15,515
-72% -$4.93M 0.07% 180
2022
Q2 		$6.62M Buy
21,496
+17,531
+442% +$5.73M 0.27% 60
2022
Q1 		$1.38M Buy
3,965
+278
+8% +$96.4K 0.05% 225
2021
Q4 		$1.34M Buy
3,687
+244
+7% +$86.7K 0.04% 226
2021
Q3 		$1.17M Buy
3,443
+1,180
+52% +$412K 0.04% 230
2021
Q2 		$781K Buy
2,263
+287
+15% +$98K 0.03% 269
2021
Q1 		$652K Buy
1,976
+1,317
+200% +$416K 0.03% 270
2020
Q4 		$202K Buy
+659
New +$192K 0.01% 480
2020
Q3 		– Sell
-173
Closed -$45K – 817
2020
Q2 		$45K Sell
173
-45
-21% -$11.1K ﹤0.01% 729
2020
Q1 		$48K Buy
218
+102
+88% +$27.1K ﹤0.01% 601
2019
Q4 		$33K Buy
+116
New +$32K ﹤0.01% 641

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

Orion Portfolio Solutions's DIA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 166% in Q1 2025, buying an estimated $3.79M and bringing the position to 14,051 shares worth $5.9M. The position accounts for 0.06% of the portfolio, ranked #308.

Orion Portfolio Solutions first reported a position in DIA in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.62M in Q2 2022. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Orion Portfolio Solutions held 14,051 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $5.9M as of Q1 2025.
  • Orion Portfolio Solutions bought 8,770 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $3.79M.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #308 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $6.62M in Q2 2022.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.