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

Kingsview 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
2022 Q2	–	Sell	-14,200	Closed	-$702K	–	828
2022 Q1	$702K	Buy	14,200 +600	+4%	+$208K	0.03%	498
2021 Q4	$4.76M	Hold	13,600	–	–	0.2%	114
2021 Q3	$670K	Hold	13,600	–	–	0.03%	481
2021 Q2	$687K	Hold	13,600	–	–	0.03%	475
2021 Q1	$603K	Buy	13,600 +6,400	+89%	+$2.02M	0.03%	468
2020 Q4	$441K	Buy	7,200 +1,000	+16%	+$291K	0.03%	473
2020 Q3	$273K	Hold	6,200	–	–	0.02%	497
2020 Q2	$215K	Hold	6,200	–	–	0.02%	518
2020 Q1	$122K	Sell	6,200 -300	-5%	-$79.7K	0.02%	446
2019 Q4	$315K	Buy	6,500 +200	+3%	+$55.1K	0.04%	363
2019 Q3	$325K	Sell	6,300 -1,300	-17%	-$347K	0.05%	320
2019 Q2	$314K	Buy	7,600 +1,400	+23%	+$365K	0.05%	311
2019 Q1	$280K	Buy	+6,200	New	+$1.56M	0.04%	370
2018 Q3	–	Sell	-1,300	Closed	-$2K	–	425
2018 Q2	$2K	Buy	+1,300	New	+$319K	﹤0.01%	352
2018 Q1	–	Sell	-3,000	Closed	-$7K	–	382
2017 Q4	$7K	Buy	+3,000	New	+$711K	﹤0.01%	331

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kingsview Wealth Management's DIA Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 44% in Q1 2026, buying an estimated $991K and bringing the position to 6,654 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #414.

Kingsview Wealth Management first reported a position in DIA in Q4 2017 and has held it in 34 quarters since. 1,359 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Kingsview Wealth Management held 6,654 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $3.08M as of Q1 2026.
Kingsview Wealth Management bought 2,045 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $991K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #414 holding.
Kingsview Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and has held it in 34 quarters since.
1,359 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.