Orrstown Financial Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Orrstown Financial Services’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 Q2	$892K	Hold	1,708	–	–	0.13%	66
2026 Q1	$791K	Hold	1,708	–	–	0.13%	72
2025 Q4	$821K	Sell	1,708 -65	-4%	-$30.7K	0.14%	72
2025 Q3	$822K	Sell	1,773 -675	-28%	-$304K	0.14%	72
2025 Q2	$1.08M	Buy	2,448 +1,090	+80%	+$452K	0.23%	58
2025 Q1	$570K	Hold	1,358	–	–	0.14%	82
2024 Q4	$578K	Hold	1,358	–	–	0.16%	84
2024 Q3	$575K	Hold	1,358	–	–	0.17%	86
2024 Q2	$531K	Hold	1,358	–	–	0.28%	53
2024 Q1	$540K	Hold	1,358	–	–	0.3%	49
2023 Q4	$512K	Buy	+1,358	New	+$475K	0.41%	42
2022 Q1	$540K	Hold	1,558	–	–	1.01%	48
2021 Q4	$565K	Hold	1,558	–	–	0.86%	51
2021 Q3	$527K	Hold	1,558	–	–	0.83%	57
2021 Q2	$540K	Hold	1,558	–	–	0.78%	61
2021 Q1	$516K	Sell	1,558 -55	-3%	-$17.4K	0.73%	62
2020 Q4	$493K	Hold	1,613	–	–	0.73%	61
2020 Q3	$449K	Sell	1,613 -95	-6%	-$26K	0.71%	63
2020 Q2	$440K	Hold	1,708	–	–	0.72%	62
2020 Q1	$374K	Hold	1,708	–	–	0.54%	64
2019 Q4	$496K	Hold	1,708	–	–	0.71%	60
2019 Q3	$451K	Hold	1,708	–	–	0.6%	64
2019 Q2	$454K	Sell	1,708 -301	-15%	-$78.6K	0.62%	63
2019 Q1	$521K	Sell	2,009 -150	-7%	-$37.7K	0.73%	62
2018 Q4	$503K	Hold	2,159	–	–	0.76%	58
2018 Q3	$571K	Hold	2,159	–	–	0.75%	62
2018 Q2	$524K	Sell	2,159 -249	-10%	-$61.1K	0.65%	63
2018 Q1	$581K	Hold	2,408	–	–	0.69%	64
2017 Q4	$596K	Sell	2,408 -2,716	-53%	-$643K	0.68%	65
2017 Q3	$1.15M	Sell	5,124 -2	-0%	-$438	1.28%	27
2017 Q2	$1.09M	Hold	5,126	–	–	1.2%	35
2017 Q1	$1.06M	Sell	5,126 -574	-10%	-$117K	1.07%	45
2016 Q4	$1.09M	Hold	5,700	–	–	1.12%	39
2016 Q3	$1.04M	Hold	5,700	–	–	1.1%	38
2016 Q2	$1.02M	Hold	5,700	–	–	1.1%	42
2016 Q1	$1.01M	Sell	5,700 -1,600	-22%	-$266K	1.09%	45
2015 Q4	$1.27M	Sell	7,300 -425	-6%	-$74.2K	1.37%	24
2015 Q3	$1.26M	Sell	7,725 -100	-1%	-$17.1K	1.47%	19
2015 Q2	$1.38M	Sell	7,825 -1,100	-12%	-$198K	1.5%	20
2015 Q1	$1.58M	Sell	8,925 -550	-6%	-$97.9K	1.71%	16
2014 Q4	$1.69M	Sell	9,475 -1,086	-10%	-$188K	1.79%	13
2014 Q3	$1.8M	Sell	10,561 -1,100	-9%	-$186K	1.95%	12
2014 Q2	$1.96M	Sell	11,661 -1,700	-13%	-$282K	2.08%	11
2014 Q1	$2.19M	Sell	13,361 -800	-6%	-$129K	2.34%	6
2013 Q4	$2.34M	Sell	14,161 -100	-0.7%	-$15.7K	2.44%	4
2013 Q3	$2.15M	Buy	+14,261	New	+$2.18M	2.44%	4

Other funds holding DIA

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return