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Kaizen Financial Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kaizen Financial Strategies’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 		$1.77M Sell
3,397
-224
-6% -$112K 0.58% 34
2026
Q1 		$1.76M Sell
3,621
-471
-12% -$228K 0.74% 27
2025
Q4 		$1.97M Sell
4,092
-473
-10% -$224K 0.87% 22
2025
Q3 		$2.14M Sell
4,565
-6
-0.1% -$2.7K 0.97% 20
2025
Q2 		$2.01M Sell
4,571
-468
-9% -$194K 1.02% 20
2025
Q1 		$2.12M Buy
5,039
+524
+12% +$227K 1.22% 19
2024
Q4 		$1.92M Sell
4,515
-69
-2% -$29.9K 1.09% 21
2024
Q3 		$1.94M Sell
4,584
-157
-3% -$63.8K 1.13% 20
2024
Q2 		$1.93M Sell
4,741
-6,453
-58% -$2.5M 1.2% 20
2024
Q1 		$4.45M Buy
11,194
+3,008
+37% +$1.16M 3.02% 7
2023
Q4 		$3.08M Buy
8,186
+326
+4% +$114K 2.34% 11
2023
Q3 		$2.63M Buy
7,860
+4,932
+168% +$1.71M 2.22% 13
2023
Q2 		$1.01M Buy
2,928
+138
+5% +$46.4K 0.86% 24
2023
Q1 		$928K Sell
2,790
-7,637
-73% -$2.54M 0.92% 24
2022
Q4 		$3.58M Buy
10,427
+2,120
+26% +$689K 3.54% 3
2022
Q3 		$2.39M Buy
8,307
+391
+5% +$124K 2.42% 7
2022
Q2 		$2.44M Buy
7,916
+242
+3% +$79.1K 2.41% 7
2022
Q1 		$2.66M Buy
7,674
+6,623
+630% +$2.3M 2.09% 9
2021
Q4 		$382K Sell
1,051
-54
-5% -$19.2K 0.29% 87
2021
Q3 		$374K Buy
+1,105
New +$386K 0.3% 85
2021
Q1 		$380K Sell
1,151
-1,397
-55% -$441K 0.36% 80
2020
Q4 		$779K Buy
+2,548
New +$742K 0.87% 31

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kaizen Financial Strategies's DIA Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6.2% in Q2 2026, selling an estimated $112K and leaving 3,397 shares worth $1.77M. The position accounts for 0.58% of the portfolio, ranked #34.

Kaizen Financial Strategies first reported a position in DIA in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.45M in Q1 2024. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Kaizen Financial Strategies held 3,397 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.77M as of Q2 2026.
  • Kaizen Financial Strategies sold 224 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $112K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.58% of Kaizen Financial Strategies's portfolio in Q2 2026, its #34 holding.
  • Kaizen Financial Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.45M in Q1 2024.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.