Key Financial Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Key Financial 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	$289K	Hold	553	–	–	0.05%	251
2026 Q1	$256K	Sell	553 -14	-2%	-$6.78K	0.05%	256
2025 Q4	$272K	Sell	567 -95	-14%	-$44.9K	0.05%	246
2025 Q3	$307K	Buy	662 +129	+24%	+$58.1K	0.06%	232
2025 Q2	$235K	Hold	533	–	–	0.05%	255
2025 Q1	$224K	Buy	533 +70	+15%	+$30.3K	0.05%	248
2024 Q4	$197K	Buy	463 +100	+28%	+$43.3K	0.04%	257
2024 Q3	$154K	Hold	363	–	–	0.03%	282
2024 Q2	$142K	Buy	363 +200	+123%	+$77.6K	0.03%	274
2024 Q1	$64.8K	Hold	163	–	–	0.02%	392
2023 Q4	$61.4K	Hold	163	–	–	0.02%	388
2023 Q3	$54.6K	Hold	163	–	–	0.02%	394
2023 Q2	$56K	Hold	163	–	–	0.02%	390
2023 Q1	$54.2K	Hold	163	–	–	0.02%	380
2022 Q4	$46.8K	Hold	163	–	–	0.02%	367
2022 Q3	$47K	Hold	163	–	–	0.02%	370
2022 Q2	$51K	Hold	163	–	–	0.03%	356
2022 Q1	$57K	Hold	163	–	–	0.03%	342
2021 Q4	$59K	Hold	163	–	–	0.03%	322
2021 Q3	$55K	Hold	163	–	–	0.03%	331
2021 Q2	$57K	Hold	163	–	–	0.03%	334
2021 Q1	$54K	Hold	163	–	–	0.04%	263
2020 Q4	$50K	Buy	+163	New	+$47.4K	0.04%	243
2020 Q2	–	Sell	-163	Closed	-$36K	–	215
2020 Q1	$36K	Buy	+163	New	+$43.3K	0.04%	252

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

Key Financial Inc's DIA Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 553 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #251.

Key Financial Inc first reported a position in DIA in Q1 2020 and has held it in 24 quarters since. The position peaked at $307K in Q3 2025. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Key Financial Inc held 553 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $289K as of Q2 2026.
Key Financial Inc 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 0.05% of Key Financial Inc's portfolio in Q2 2026, its #251 holding.
Key Financial Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $307K in Q3 2025.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.