Kestra Private Wealth Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kestra Private Wealth Services’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	$14.7M	Sell	28,832 -1,761	-6%	-$927K	0.16%	147
2026 Q2	$16M	Buy	30,593 +571	+2%	+$285K	0.18%	137
2026 Q1	$13.9M	Buy	30,022 +319	+1%	+$155K	0.17%	129
2025 Q4	$14.3M	Buy	29,703 +40	+0.1%	+$18.9K	0.18%	129
2025 Q3	$13.8M	Buy	29,663 +321	+1%	+$145K	0.18%	127
2025 Q2	$12.9M	Buy	29,342 +1,701	+6%	+$706K	0.19%	123
2025 Q1	$11.6M	Buy	27,641 +852	+3%	+$368K	0.19%	114
2024 Q4	$11.4M	Buy	26,789 +326	+1%	+$141K	0.19%	118
2024 Q3	$11.2M	Buy	26,463 +5,956	+29%	+$2.42M	0.21%	113
2024 Q2	$8.02M	Buy	20,507 +1,555	+8%	+$604K	0.16%	142
2024 Q1	$7.54M	Sell	18,952 -1,442	-7%	-$556K	0.17%	148
2023 Q4	$7.69M	Sell	20,394 -238	-1%	-$83.2K	0.2%	131
2023 Q3	$6.91M	Buy	20,632 +1,353	+7%	+$469K	0.22%	117
2023 Q2	$6.63M	Buy	19,279 +945	+5%	+$318K	0.23%	111
2023 Q1	$6.1M	Buy	18,334 +4,296	+31%	+$1.43M	0.24%	108
2022 Q4	$4.65M	Buy	14,038 +690	+5%	+$224K	0.24%	113
2022 Q3	$3.84M	Buy	13,348 +368	+3%	+$117K	0.22%	112
2022 Q2	$4M	Sell	12,980 -101	-0.8%	-$33K	0.23%	114
2022 Q1	$4.54M	Buy	13,081 +2,189	+20%	+$759K	0.23%	105
2021 Q4	$3.96M	Buy	10,892 +440	+4%	+$156K	0.19%	127
2021 Q3	$3.54M	Buy	10,452 +846	+9%	+$296K	0.2%	126
2021 Q2	$3.31M	Buy	9,606 +7,363	+328%	+$2.51M	0.2%	122
2021 Q1	$741K	Sell	2,243 -190	-8%	-$60K	0.05%	366
2020 Q4	$740K	Buy	2,433 +542	+29%	+$158K	0.05%	345
2020 Q3	$525K	Buy	+1,891	New	+$517K	0.05%	370

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

Kestra Private Wealth Services's DIA Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.8% in Q3 2026, selling an estimated $927K and leaving 28,832 shares worth $14.7M. The position accounts for 0.16% of the portfolio, ranked #147.

Kestra Private Wealth Services first reported a position in DIA in Q3 2020 and has held it in 25 quarters since. The position peaked at $16M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Kestra Private Wealth Services held 28,832 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $14.7M as of Q3 2026.
Kestra Private Wealth Services sold 1,761 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $927K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Kestra Private Wealth Services's portfolio in Q3 2026, its #147 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and has held it in 25 quarters since.
Kestra Private Wealth Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16M 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 Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.