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Keystone Financial Group (Kentucky)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Keystone Financial Group (Kentucky)’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 		$3.84M Buy
7,344
+1,494
+26% +$746K 0.23% 81
2026
Q1 		$2.71M Sell
5,850
-359
-6% -$174K 0.19% 96
2025
Q4 		$2.98M Buy
6,209
+547
+10% +$259K 0.22% 79
2025
Q3 		$2.63M Buy
5,662
+81
+1% +$36.5K 0.2% 82
2025
Q2 		$2.46M Sell
5,581
-357
-6% -$148K 0.22% 82
2025
Q1 		$2.49M Sell
5,938
-918
-13% -$397K 0.25% 81
2024
Q4 		$2.92M Sell
6,856
-102
-1% -$44.2K 0.29% 68
2024
Q3 		$2.94M Buy
+6,958
New +$2.83M 0.38% 53
2024
Q2 		– Sell
-7,478
Closed -$2.97M – 190
2024
Q1 		$2.97M Buy
7,478
+1,164
+18% +$448K 0.43% 51
2023
Q4 		$2.38M Sell
6,314
-194
-3% -$67.8K 0.41% 55
2023
Q3 		$2.18M Sell
6,508
-1,227
-16% -$426K 0.37% 60
2023
Q2 		$2.66M Buy
+7,735
New +$2.6M 0.45% 49
2022
Q4 		$2.63M Sell
7,926
-123
-2% -$40K 0.52% 41
2022
Q3 		$2.31M Sell
8,049
-67
-0.8% -$21.3K 0.47% 44
2022
Q2 		$2.5M Sell
8,116
-21
-0.3% -$6.87K 0.5% 41
2022
Q1 		$2.82M Sell
8,137
-122
-1% -$42.3K 0.48% 40
2021
Q4 		$3M Sell
8,259
-536
-6% -$190K 0.49% 43
2021
Q3 		$2.98M Sell
8,795
-30
-0.3% -$10.5K 0.54% 39
2021
Q2 		$3.04M Sell
8,825
-207
-2% -$70.7K 0.55% 38
2021
Q1 		$2.98M Buy
9,032
+129
+1% +$40.7K 0.58% 43
2020
Q4 		$2.72M Buy
8,903
+300
+3% +$87.3K 0.57% 40
2020
Q3 		$2.39M Sell
8,603
-1,790
-17% -$489K 0.59% 38
2020
Q2 		$2.68M Sell
10,393
-2,686
-21% -$661K 0.73% 29
2020
Q1 		$2.87M Sell
13,079
-128
-1% -$34K 0.95% 24
2019
Q4 		$3.77M Buy
13,207
+265
+2% +$73K 1.01% 20
2019
Q3 		$3.48M Buy
12,942
+3,478
+37% +$928K 1.07% 20
2019
Q2 		$2.52M Buy
9,464
+1,004
+12% +$262K 0.82% 36
2019
Q1 		$2.19M Buy
8,460
+117
+1% +$29.4K 0.78% 37
2018
Q4 		$1.95M Sell
8,343
-62
-0.7% -$15.5K 0.88% 36
2018
Q3 		$2.24M Buy
8,405
+2,705
+47% +$692K 0.92% 34
2018
Q2 		$1.38M Sell
5,700
-242
-4% -$59.4K 0.77% 39
2018
Q1 		$1.3M Buy
+5,942
New +$1.49M 0.72% 38

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s DIA Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 26% in Q2 2026, buying an estimated $746K and bringing the position to 7,344 shares worth $3.84M. The position accounts for 0.23% of the portfolio, ranked #81.

Keystone Financial Group (Kentucky) first reported a position in DIA in Q1 2018 and has held it in 32 quarters since. 984 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,344 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.84M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,494 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $746K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.23% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #81 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2018 and has held it in 32 quarters since.
  • 984 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.