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

Kaydan Wealth 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	$548K	Hold	1,184	–	–	0.18%	63
2025 Q4	$569K	Hold	1,184	–	–	0.16%	59
2025 Q3	$549K	Hold	1,184	–	–	0.16%	62
2025 Q2	$522K	Hold	1,184	–	–	0.17%	59
2025 Q1	$497K	Hold	1,184	–	–	0.16%	62
2024 Q4	$504K	Hold	1,184	–	–	0.17%	60
2024 Q3	$501K	Hold	1,184	–	–	0.15%	59
2024 Q2	$463K	Hold	1,184	–	–	0.16%	62
2024 Q1	$471K	Hold	1,184	–	–	0.16%	62
2023 Q4	$446K	Hold	1,184	–	–	0.18%	58
2023 Q3	$397K	Hold	1,184	–	–	0.16%	59
2023 Q2	$407K	Hold	1,184	–	–	0.17%	61
2023 Q1	$394K	Hold	1,184	–	–	0.16%	60
2022 Q4	$392K	Hold	1,184	–	–	0.16%	59
2022 Q3	$340K	Hold	1,184	–	–	0.19%	59
2022 Q2	$364K	Hold	1,184	–	–	0.2%	62
2022 Q1	$411K	Sell	1,184 -50	-4%	-$17.3K	0.18%	66
2021 Q4	$448K	Buy	+1,234	New	+$438K	0.17%	62

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

Kaydan Wealth Management's DIA Position: Q1 2026 in Review

Kaydan Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 1,184 shares worth $548K. The position accounts for 0.18% of the portfolio, ranked #63.

Kaydan Wealth Management first reported a position in DIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $569K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Kaydan Wealth Management held 1,184 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $548K as of Q1 2026.
Kaydan Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of Kaydan Wealth Management's portfolio in Q1 2026, its #63 holding.
Kaydan Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $569K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.