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

Kiley Juergens 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	$230K	Hold	440	–	–	0.04%	220
2026 Q1	$204K	Buy	+440	New	+$213K	0.04%	230
2018 Q4	–	Sell	-60	Closed	-$15K	–	187
2018 Q3	$15K	Hold	60	–	–	0.01%	410
2018 Q2	$14K	Buy	+60	New	+$14.7K	0.01%	387
2018 Q1	–	Sell	-60	Closed	-$14K	–	210
2017 Q4	$14K	Buy	+60	New	+$14.2K	0.01%	409

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

Kiley Juergens Wealth Management's DIA Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 440 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #220.

Kiley Juergens Wealth Management first reported a position in DIA in Q4 2017 and has held it in 5 quarters since. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Kiley Juergens Wealth Management held 440 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $230K as of Q2 2026.
Kiley Juergens 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 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #220 holding.
Kiley Juergens Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 5 quarters since.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.