Kavar Capital Partners Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kavar Capital Partners Group’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	$337K	Hold	646	–	–	0.04%	163
2026 Q1	$299K	Hold	646	–	–	0.04%	170
2025 Q4	$310K	Sell	646 -75	-10%	-$35.5K	0.04%	148
2025 Q3	$334K	Buy	721 +146	+25%	+$65.8K	0.04%	146
2025 Q2	$253K	Hold	575	–	–	0.04%	172
2025 Q1	$241K	Hold	575	–	–	0.04%	164
2024 Q4	$245K	Hold	575	–	–	0.04%	154
2024 Q3	$243K	Hold	575	–	–	0.04%	162
2024 Q2	$225K	Hold	575	–	–	0.04%	148
2024 Q1	$229K	Sell	575 -575	-50%	-$222K	0.04%	150
2023 Q4	$433K	Buy	+1,150	New	+$402K	0.05%	138
2022 Q2	–	Sell	-590	Closed	-$205K	–	169
2022 Q1	$205K	Buy	+590	New	+$205K	0.04%	150
2019 Q3	–	Sell	-500	Closed	-$133K	–	210
2019 Q2	$133K	Buy	+500	New	+$131K	0.05%	150
2018 Q3	–	Sell	-500	Closed	-$121K	–	168
2018 Q2	$121K	Hold	500	–	–	0.06%	133
2018 Q1	$121K	Buy	+500	New	+$126K	0.06%	132
2016 Q1	–	Sell	-500	Closed	-$86K	–	160
2015 Q4	$86K	Hold	500	–	–	0.06%	138
2015 Q3	$81K	Hold	500	–	–	0.06%	141
2015 Q2	$87K	Buy	+500	New	+$90K	0.06%	151
2014 Q2	–	Sell	-650	Closed	-$106K	–	199
2014 Q1	$106K	Sell	650 -200	-24%	-$32.3K	0.09%	154
2013 Q4	$140K	Buy	+850	New	+$134K	0.13%	131

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

Kavar Capital Partners Group's DIA Position: Q2 2026 in Review

Kavar Capital Partners Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 646 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #163.

Kavar Capital Partners Group first reported a position in DIA in Q4 2013 and has held it in 20 quarters since. The position peaked at $433K in Q4 2023. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Kavar Capital Partners Group held 646 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $337K as of Q2 2026.
Kavar Capital Partners Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Kavar Capital Partners Group's portfolio in Q2 2026, its #163 holding.
Kavar Capital Partners Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2013 and has held it in 20 quarters since.
Kavar Capital Partners Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $433K in Q4 2023.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.