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 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

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

Kingswood Wealth Advisors's DIA Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.7% in Q1 2026, buying an estimated $204K and bringing the position to 15,930 shares worth $7.38M. The position accounts for 0.35% of the portfolio, ranked #58.

Kingswood Wealth Advisors first reported a position in DIA in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.01M in Q4 2024. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Kingswood Wealth Advisors held 15,930 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $7.38M as of Q1 2026.
Kingswood Wealth Advisors bought 422 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $204K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.35% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #58 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 12 quarters since.
Kingswood Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8.01M in Q4 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.