Osbon Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Osbon Capital Management’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	$3.09M	Buy	6,674 +3,873	+138%	+$1.88M	2.52%	12
2025 Q4	$1.35M	Buy	+2,801	New	+$1.32M	1.26%	16
2019 Q2	$3.01M	Buy	+11,329	New	+$2.96M	3.2%	9

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

Osbon Capital Management's DIA Position: Q1 2026 in Review

Osbon Capital Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 138% in Q1 2026, buying an estimated $1.88M and bringing the position to 6,674 shares worth $3.09M. The position accounts for 2.52% of the portfolio, ranked #12.

Osbon Capital Management first reported a position in DIA in Q2 2019 and has held it in 3 quarters since. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Osbon Capital Management held 6,674 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.09M as of Q1 2026.
Osbon Capital Management bought 3,873 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $1.88M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 2.52% of Osbon Capital Management's portfolio in Q1 2026, its #12 holding.
Osbon Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2019 and has held it in 3 quarters since.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.