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 Q2	–	Sell	-2	Closed	-$6.44K	–	8042
2026 Q1	$6.44K	Buy	+2	New	+$969	﹤0.01%	6544
2022 Q4	–	Sell	-4	Closed	-$4K	–	7230
2022 Q3	$4K	Buy	+4	New	+$1.27K	﹤0.01%	6462
2021 Q1	–	Sell	-30	Closed	-$40K	–	6825
2020 Q4	$40K	Buy	+30	New	+$8.73K	﹤0.01%	4721

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings's DIA Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 17% in Q2 2026, buying an estimated $18.2M and bringing the position to 251,808 shares worth $132M. The position accounts for 0.15% of the portfolio, ranked #134.

Osaic Holdings first reported a position in DIA in Q1 2020 and has held it in 26 quarters since. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Osaic Holdings held 251,808 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $132M as of Q2 2026.
Osaic Holdings bought 36,380 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $18.2M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Osaic Holdings's portfolio in Q2 2026, its #134 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 26 quarters since.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.