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

KFA Private Wealth Group’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	$311K	Sell	595 -115	-16%	-$57.4K	0.08%	116
2026 Q1	$329K	Buy	710 +33	+5%	+$16K	0.08%	122
2025 Q4	$325K	Buy	+677	New	+$320K	0.08%	112
2025 Q3	–	Sell	-477	Closed	-$210K	–	140
2025 Q2	$210K	Sell	477 -75	-14%	-$31.1K	0.07%	130
2025 Q1	$232K	Buy	+552	New	+$239K	0.08%	104

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

KFA Private Wealth Group's DIA Position: Q2 2026 in Review

KFA Private Wealth Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 16% in Q2 2026, selling an estimated $57.4K and leaving 595 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #116.

KFA Private Wealth Group first reported a position in DIA in Q1 2025 and has held it in 5 quarters since. The position peaked at $329K in Q1 2026. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

KFA Private Wealth Group held 595 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $311K as of Q2 2026.
KFA Private Wealth Group sold 115 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $57.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of KFA Private Wealth Group's portfolio in Q2 2026, its #116 holding.
KFA Private Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025 and has held it in 5 quarters since.
KFA Private Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $329K in Q1 2026.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.