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

Kingswood Wealth Advisors’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	$8.74M	Buy	16,726 +796	+5%	+$398K	0.35%	52
2026 Q1	$7.38M	Buy	15,930 +422	+3%	+$204K	0.35%	58
2025 Q4	$7.45M	Sell	15,508 -1,489	-9%	-$704K	0.36%	52
2025 Q3	$7.88M	Sell	16,997 -49	-0.3%	-$22.1K	0.48%	36
2025 Q2	$7.51M	Buy	17,046 +674	+4%	+$280K	0.59%	25
2025 Q1	$6.87M	Sell	16,372 -2,452	-13%	-$1.06M	0.63%	22
2024 Q4	$8.01M	Buy	18,824 +16,472	+700%	+$7.13M	0.6%	23
2024 Q3	$995K	Sell	2,352 -14,400	-86%	-$5.85M	0.07%	293
2024 Q2	$6.55M	Buy	16,752 +8,614	+106%	+$3.34M	0.59%	24
2024 Q1	$3.24M	Sell	8,138 -8,598	-51%	-$3.31M	0.37%	55
2023 Q4	$6.31M	Buy	16,736 +14,016	+515%	+$4.9M	0.71%	18
2023 Q3	$911K	Buy	2,720 +100	+4%	+$34.7K	0.16%	154
2023 Q2	$901K	Buy	+2,620	New	+$882K	0.29%	91

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

Kingswood Wealth Advisors's DIA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5% in Q2 2026, buying an estimated $398K and bringing the position to 16,726 shares worth $8.74M. The position accounts for 0.35% of the portfolio, ranked #52.

Kingswood Wealth Advisors first reported a position in DIA in Q2 2023 and has held it in 13 quarters since. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Kingswood Wealth Advisors held 16,726 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.74M as of Q2 2026.
Kingswood Wealth Advisors bought 796 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $398K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.