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 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 $1.89T 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

Keebeck Wealth Management's DIA Position: Q2 2026 in Review

Keebeck Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 730 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #320.

Keebeck Wealth Management first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Keebeck Wealth Management held 730 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $381K as of Q2 2026.
Keebeck Wealth Management 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 Keebeck Wealth Management's portfolio in Q2 2026, its #320 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 12 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.