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 Q2	$1.41M	Sell	2,704 -3,970	-59%	-$1.98M	1.11%	14
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

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

Osbon Capital Management's DIA Position: Q2 2026 in Review

Osbon Capital Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 59% in Q2 2026, selling an estimated $1.98M and leaving 2,704 shares worth $1.41M. The position accounts for 1.11% of the portfolio, ranked #14.

Osbon Capital Management first reported a position in DIA in Q2 2019 and has held it in 4 quarters since. The position peaked at $3.09M in Q1 2026. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Osbon Capital Management held 2,704 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.41M as of Q2 2026.
Osbon Capital Management sold 3,970 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $1.98M.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.11% of Osbon Capital Management's portfolio in Q2 2026, its #14 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 4 quarters since.
Osbon Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.09M in Q1 2026.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.