Osaic Holdings’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Osaic Holdings’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	$382	Buy	+2	New	+$969	﹤0.01%	7479
2020 Q2	–	Sell	-240	Closed	-$9K	–	6151
2020 Q1	$9K	Buy	+240	New	+$63.8K	﹤0.01%	5055

Other funds holding DIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Osaic Holdings's DIA Position: Q1 2026 in Review

Osaic Holdings reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.8% in Q1 2026, selling an estimated $7.63M and leaving 215,428 shares worth $99.9M. The position accounts for 0.15% of the portfolio, ranked #142.

Osaic Holdings first reported a position in DIA in Q1 2020 and has held it in 25 quarters since. The position peaked at $127M in Q3 2023. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Osaic Holdings held 215,428 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $99.9M as of Q1 2026.
Osaic Holdings sold 15,746 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $7.63M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Osaic Holdings's portfolio in Q1 2026, its #142 holding.
Osaic Holdings first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $127M in Q3 2023.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.