Key Client Fiduciary Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Key Client Fiduciary Advisors’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	$751K	Hold	1,438	–	–	0.22%	92
2026 Q1	$666K	Hold	1,438	–	–	0.23%	93
2025 Q4	$691K	Sell	1,438 -388	-21%	-$184K	0.24%	91
2025 Q3	$847K	Hold	1,826	–	–	0.29%	72
2025 Q2	$805K	Hold	1,826	–	–	0.33%	72
2025 Q1	$767K	Hold	1,826	–	–	0.35%	65
2024 Q4	$777K	Sell	1,826 -20	-1%	-$8.66K	0.35%	69
2024 Q3	$781K	Buy	1,846 +3	+0.2%	+$1.22K	0.36%	66
2024 Q2	$721K	Hold	1,843	–	–	0.36%	64
2024 Q1	$733K	Sell	1,843 -298	-14%	-$115K	0.39%	59
2023 Q4	$807K	Buy	2,141 +1	+0%	+$349	0.47%	46
2023 Q3	$717K	Buy	2,140 +4	+0.2%	+$1.39K	0.44%	52
2023 Q2	$734K	Buy	2,136 +56	+3%	+$18.8K	0.43%	50
2023 Q1	$692K	Sell	2,080 -100	-5%	-$33.2K	0.43%	51
2022 Q4	$722K	Buy	+2,180	New	+$709K	0.49%	47

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return