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

Keystone 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 Q2	$590K	Hold	1,130	–	–	0.11%	186
2026 Q1	$523K	Sell	1,130 -179	-14%	-$86.7K	0.11%	185
2025 Q4	$629K	Buy	1,309 +284	+28%	+$134K	0.13%	124
2025 Q3	$475K	Hold	1,025	–	–	0.1%	188
2025 Q2	$452K	Hold	1,025	–	–	0.11%	183
2025 Q1	$430K	Sell	1,025 -148	-13%	-$64K	0.12%	166
2024 Q4	$499K	Hold	1,173	–	–	0.13%	151
2024 Q3	$496K	Buy	1,173 +156	+15%	+$63.4K	0.14%	146
2024 Q2	$398K	Sell	1,017 -200	-16%	-$77.6K	0.12%	150
2024 Q1	$484K	Hold	1,217	–	–	0.16%	130
2023 Q4	$459K	Sell	1,217 -450	-27%	-$157K	0.16%	130
2023 Q3	$558K	Sell	1,667 -400	-19%	-$139K	0.21%	104
2023 Q2	$711K	Sell	2,067 -200	-9%	-$67.3K	0.27%	84
2023 Q1	$754K	Sell	2,267 -18	-0.8%	-$5.98K	0.31%	79
2022 Q4	$757K	Hold	2,285	–	–	0.33%	67
2022 Q3	$656K	Hold	2,285	–	–	0.31%	68
2022 Q2	$703K	Sell	2,285 -595	-21%	-$195K	0.31%	67
2022 Q1	$999K	Hold	2,880	–	–	0.4%	59
2021 Q4	$1.05M	Buy	+2,880	New	+$1.02M	0.42%	62

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

Keystone Wealth Services's DIA Position: Q2 2026 in Review

Keystone Wealth Services held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,130 shares worth $590K. The position accounts for 0.11% of the portfolio, ranked #186.

Keystone Wealth Services first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q4 2021. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Keystone Wealth Services held 1,130 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $590K as of Q2 2026.
Keystone Wealth Services 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 0.11% of Keystone Wealth Services's portfolio in Q2 2026, its #186 holding.
Keystone Wealth Services first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.05M in Q4 2021.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.