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

KFG Wealth Management’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	$436K	Hold	834	–	–	0.05%	148
2026 Q1	$386K	Hold	834	–	–	0.05%	154
2025 Q4	$401K	Hold	834	–	–	0.05%	154
2025 Q3	$387K	Hold	834	–	–	0.06%	149
2025 Q2	$368K	Hold	834	–	–	0.06%	144
2025 Q1	$350K	Hold	834	–	–	0.06%	144
2024 Q4	$355K	Hold	834	–	–	0.07%	129
2024 Q3	$353K	Hold	834	–	–	0.08%	129
2024 Q2	$326K	Hold	834	–	–	0.13%	118
2024 Q1	$332K	Buy	+834	New	+$321K	0.14%	111
2023 Q4	–	Sell	-834	Closed	-$279K	–	136
2023 Q3	$279K	Hold	834	–	–	0.15%	104
2023 Q2	$287K	Hold	834	–	–	0.17%	93
2023 Q1	$284K	Hold	834	–	–	0.2%	65
2022 Q4	$276K	Buy	+834	New	+$271K	0.28%	58

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

KFG Wealth Management's DIA Position: Q2 2026 in Review

KFG Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 834 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #148.

KFG Wealth Management first reported a position in DIA in Q4 2022 and has held it in 14 quarters since. 1,452 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

KFG Wealth Management held 834 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $436K as of Q2 2026.
KFG Wealth Management 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 KFG Wealth Management's portfolio in Q2 2026, its #148 holding.
KFG Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and has held it in 14 quarters since.
1,452 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.