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 Q3	$303K	Hold	595	–	–	0.07%	117
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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

KFA Private Wealth Group's DIA Position: Q3 2026 in Review

KFA Private Wealth Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 595 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #117.

KFA Private Wealth Group first reported a position in DIA in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q1 2026. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

KFA Private Wealth Group held 595 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $303K as of Q3 2026.
KFA Private Wealth Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.07% of KFA Private Wealth Group's portfolio in Q3 2026, its #117 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 6 quarters since.
KFA Private Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $329K in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.