Kelman-Lazarov Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kelman-Lazarov Inc’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	$1.57M	Buy	2,999 +7	+0.2%	+$3.5K	0.21%	48
2026 Q1	$1.39M	Buy	2,992 +215	+8%	+$104K	0.2%	51
2025 Q4	$1.33M	Buy	2,777 +11	+0.4%	+$5.2K	0.19%	53
2025 Q3	$1.28M	Buy	2,766 +324	+13%	+$146K	0.19%	54
2025 Q2	$1.08M	Buy	2,442 +12	+0.5%	+$4.98K	0.17%	55
2025 Q1	$1.02M	Buy	2,430 +5	+0.2%	+$2.16K	0.19%	51
2024 Q4	$1.03M	Hold	2,425	–	–	0.19%	53
2024 Q3	$1.03M	Hold	2,425	–	–	0.18%	53
2024 Q2	$948K	Sell	2,425 -1	-0%	-$388	0.18%	52
2024 Q1	$965K	Hold	2,426	–	–	0.19%	53
2023 Q4	$914K	Hold	2,426	–	–	0.2%	52
2023 Q3	$813K	Sell	2,426 -57	-2%	-$19.8K	0.19%	50
2023 Q2	$854K	Sell	2,483 -942	-28%	-$317K	0.21%	49
2023 Q1	$1.14M	Hold	3,425	–	–	0.3%	41
2022 Q4	$1.13M	Hold	3,425	–	–	0.32%	39
2022 Q3	$984K	Hold	3,425	–	–	0.33%	32
2022 Q2	$1.05M	Sell	3,425 -1,020	-23%	-$334K	0.36%	30
2022 Q1	$1.54M	Hold	4,445	–	–	0.51%	25
2021 Q4	$1.61M	Hold	4,445	–	–	0.52%	25
2021 Q3	$1.5M	Hold	4,445	–	–	0.53%	25
2021 Q2	$1.53M	Sell	4,445 -205	-4%	-$70K	0.54%	25
2021 Q1	$1.53M	Hold	4,650	–	–	0.55%	25
2020 Q4	$1.42M	Hold	4,650	–	–	0.55%	25
2020 Q3	$1.29M	Hold	4,650	–	–	0.59%	23
2020 Q2	$1.2M	Hold	4,650	–	–	0.56%	25
2020 Q1	$1.02M	Hold	4,650	–	–	0.55%	27
2019 Q4	$1.33M	Hold	4,650	–	–	0.6%	28
2019 Q3	$1.25M	Hold	4,650	–	–	0.62%	30
2019 Q2	$1.24M	Hold	4,650	–	–	0.63%	32
2019 Q1	$1.21M	Hold	4,650	–	–	0.64%	31
2018 Q4	$1.08M	Hold	4,650	–	–	0.67%	36
2018 Q3	$1.23M	Hold	4,650	–	–	0.72%	38
2018 Q2	$1.13M	Sell	4,650 -473	-9%	-$116K	0.61%	46
2018 Q1	$1.23M	Buy	5,123 +473	+10%	+$119K	0.66%	43
2017 Q4	$1.15M	Hold	4,650	–	–	0.59%	49
2017 Q3	$1.04M	Hold	4,650	–	–	0.55%	54
2017 Q2	$992K	Hold	4,650	–	–	0.54%	57
2017 Q1	$959K	Sell	4,650 -1,000	-18%	-$204K	0.62%	52
2016 Q4	$1.12M	Hold	5,650	–	–	0.63%	50
2016 Q3	$1.03M	Hold	5,650	–	–	0.58%	50
2016 Q2	$1.01M	Sell	5,650 -1,000	-15%	-$178K	0.58%	54
2016 Q1	$1.18M	Buy	+6,650	New	+$1.11M	0.69%	49

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

Kelman-Lazarov Inc's DIA Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.23% in Q2 2026, buying an estimated $3.5K and bringing the position to 2,999 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #48.

Kelman-Lazarov Inc first reported a position in DIA in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.61M in Q4 2021. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Kelman-Lazarov Inc held 2,999 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.57M as of Q2 2026.
Kelman-Lazarov Inc bought 7 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $3.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #48 holding.
Kelman-Lazarov Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2016 and has held it in 42 quarters since.
Kelman-Lazarov Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.61M in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.