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 Q3	$462K	Buy	909 +75	+9%	+$39.5K	0.05%	142
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

KFG Wealth Management's DIA Position: Q3 2026 in Review

KFG Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9% in Q3 2026, buying an estimated $39.5K and bringing the position to 909 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #142.

KFG Wealth Management first reported a position in DIA in Q4 2022 and has held it in 15 quarters since. 962 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

KFG Wealth Management held 909 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $462K as of Q3 2026.
KFG Wealth Management bought 75 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $39.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of KFG Wealth Management's portfolio in Q3 2026, its #142 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 15 quarters since.
962 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.