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

Keebeck 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 Q3	$372K	Hold	730	–	–	0.04%	323
2026 Q2	$381K	Hold	730	–	–	0.04%	320
2026 Q1	$339K	Hold	730	–	–	0.04%	295
2025 Q4	$352K	Hold	730	–	–	0.04%	274
2025 Q3	$339K	Hold	730	–	–	0.04%	284
2025 Q2	$323K	Hold	730	–	–	0.04%	276
2025 Q1	$307K	Hold	730	–	–	0.05%	212
2024 Q4	$312K	Sell	730 -141	-16%	-$61K	0.04%	209
2024 Q3	$370K	Hold	871	–	–	0.05%	197
2024 Q2	$341K	Buy	871 +11	+1%	+$4.27K	0.05%	203
2024 Q1	$343K	Buy	860 +33	+4%	+$12.7K	0.05%	224
2023 Q4	$312K	Buy	827 +15	+2%	+$5.24K	0.05%	214
2023 Q3	$273K	Buy	+812	New	+$282K	0.05%	217

Other funds holding DIA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Keebeck Wealth Management's DIA Position: Q3 2026 in Review

Keebeck Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 730 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #323.

Keebeck Wealth Management first reported a position in DIA in Q3 2023 and has held it in 13 quarters since. The position peaked at $381K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Keebeck Wealth Management held 730 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $372K as of Q3 2026.
Keebeck Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Keebeck Wealth Management's portfolio in Q3 2026, its #323 holding.
Keebeck Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 13 quarters since.
Keebeck Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $381K in Q2 2026.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.