Oxford Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-629
| Closed | -$302K | – | 309 |
|
|
2025
Q4 | $302K | Hold |
629
| – | – | 0.02% | 190 |
|
|
2025
Q3 | $292K | Buy |
+629
| New | +$284K | 0.02% | 188 |
|
|
2025
Q2 | – | Sell |
-563
| Closed | -$236K | – | 262 |
|
|
2025
Q1 | $236K | Sell |
563
-514
| -48% | -$222K | 0.02% | 195 |
|
|
2024
Q4 | $458K | Sell |
1,077
-128
| -11% | -$55.4K | 0.03% | 158 |
|
|
2024
Q3 | $510K | Sell |
1,205
-108
| -8% | -$43.9K | 0.03% | 139 |
|
|
2024
Q2 | $514K | Hold |
1,313
| – | – | 0.03% | 151 |
|
|
2024
Q1 | $522K | Sell |
1,313
-206
| -14% | -$79.4K | 0.04% | 130 |
|
|
2023
Q4 | $572K | Hold |
1,519
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $509K | Sell |
1,519
-30
| -2% | -$10.4K | 0.04% | 125 |
|
|
2023
Q2 | $533K | Sell |
1,549
-154
| -9% | -$51.8K | 0.05% | 129 |
|
|
2023
Q1 | $566K | Sell |
1,703
-15
| -0.9% | -$4.98K | 0.06% | 97 |
|
|
2022
Q4 | $569K | Hold |
1,718
| – | – | 0.07% | 98 |
|
|
2022
Q3 | $494K | Hold |
1,718
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $529K | Sell |
1,718
-505
| -23% | -$165K | 0.08% | 101 |
|
|
2022
Q1 | $771K | Sell |
2,223
-99
| -4% | -$34.3K | 0.1% | 90 |
|
|
2021
Q4 | $844K | Buy |
2,322
+503
| +28% | +$179K | 0.09% | 91 |
|
|
2021
Q3 | $615K | Buy |
1,819
+15
| +0.8% | +$5.24K | 0.08% | 100 |
|
|
2021
Q2 | $622K | Hold |
1,804
| – | – | 0.08% | 97 |
|
|
2021
Q1 | $596K | Hold |
1,804
| – | – | 0.08% | 98 |
|
|
2020
Q4 | $552K | Hold |
1,804
| – | – | 0.08% | 95 |
|
|
2020
Q3 | $501K | Hold |
1,804
| – | – | 0.08% | 92 |
|
|
2020
Q2 | $465K | Hold |
1,804
| – | – | 0.08% | 99 |
|
|
2020
Q1 | $395K | Sell |
1,804
-35
| -2% | -$9.3K | 0.08% | 98 |
|
|
2019
Q4 | $524K | Buy |
1,839
+245
| +15% | +$67.5K | 0.15% | 43 |
|
|
2019
Q3 | $429K | Hold |
1,594
| – | – | 0.14% | 43 |
|
|
2019
Q2 | $424K | Hold |
1,594
| – | – | 0.14% | 41 |
|
|
2019
Q1 | $413K | Hold |
1,594
| – | – | 0.15% | 41 |
|
|
2018
Q4 | $372K | Hold |
1,594
| – | – | 0.12% | 35 |
|
|
2018
Q3 | $421K | Hold |
1,594
| – | – | 0.2% | 30 |
|
|
2018
Q2 | $387K | Hold |
1,594
| – | – | 0.2% | 30 |
|
|
2018
Q1 | $385K | Hold |
1,594
| – | – | 0.22% | 30 |
|
|
2017
Q4 | $394K | Hold |
1,594
| – | – | 0.27% | 29 |
|
|
2017
Q3 | $357K | Hold |
1,594
| – | – | 0.24% | 23 |
|
|
2017
Q2 | $340K | Hold |
1,594
| – | – | 0.26% | 20 |
|
|
2017
Q1 | $329K | Hold |
1,594
| – | – | 0.29% | 21 |
|
|
2016
Q4 | $315K | Buy |
+1,594
| New | +$301K | 0.29% | 19 |
|
Other funds holding DIA
Oxford Financial Group's DIA Position: Q1 2026 in Review
Oxford Financial Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 629 shares — an estimated $302K sold.
Oxford Financial Group first reported a position in DIA in Q4 2016 and held it in 36 quarters. The position peaked at $844K in Q4 2021. 1,367 funds tracked by Wall St. Rank hold DIA as of Q1 2026.
- Oxford Financial Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
- Oxford Financial Group sold 629 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $302K.
- Oxford Financial Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 36 quarters.
- Oxford Financial Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $844K in Q4 2021.
- 1,367 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.