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

Kovack 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 		$8.61M Buy
16,483
+655
+4% +$327K 0.41% 43
2026
Q1 		$7.36M Buy
15,828
+557
+4% +$270K 0.39% 50
2025
Q4 		$7.34M Buy
15,271
+4,547
+42% +$2.15M 0.34% 64
2025
Q3 		$4.97M Sell
10,724
-791
-7% -$357K 0.47% 43
2025
Q2 		$5.07M Buy
11,515
+1,632
+17% +$677K 0.5% 40
2025
Q1 		$4.15M Sell
9,883
-208
-2% -$90K 0.44% 46
2024
Q4 		$4.29M Buy
10,091
+2,702
+37% +$1.17M 0.42% 46
2024
Q3 		$3.13M Buy
7,389
+3,334
+82% +$1.35M 0.33% 55
2024
Q2 		$1.59M Buy
+4,055
New +$1.57M 0.17% 116
2024
Q1 		– Sell
-3,961
Closed -$1.49M – 504
2023
Q4 		$1.49M Buy
3,961
+785
+25% +$274K 0.18% 120
2023
Q3 		$1.06M Buy
3,176
+21
+0.7% +$7.28K 0.15% 143
2023
Q2 		$1.08M Buy
3,155
+615
+24% +$207K 0.14% 148
2023
Q1 		$845K Sell
2,540
-10
-0.4% -$3.32K 0.12% 186
2022
Q4 		$845K Buy
2,550
+145
+6% +$47.1K 0.12% 181
2022
Q3 		$691K Buy
2,405
+48
+2% +$15.3K 0.1% 213
2022
Q2 		$726K Buy
2,357
+461
+24% +$151K 0.1% 228
2022
Q1 		$657K Sell
1,896
-645
-25% -$224K 0.07% 319
2021
Q4 		$923K Sell
2,541
-7,874
-76% -$2.8M 0.09% 240
2021
Q3 		$3.52M Buy
10,415
+819
+9% +$286K 0.38% 58
2021
Q2 		$3.31M Buy
9,596
+973
+11% +$332K 0.38% 62
2021
Q1 		$2.85M Sell
8,623
-6,671
-44% -$2.11M 0.37% 66
2020
Q4 		$4.68M Buy
15,294
+955
+7% +$278K 0.67% 19
2020
Q3 		$3.98M Buy
14,339
+617
+4% +$169K 0.71% 24
2020
Q2 		$3.54M Buy
13,722
+1,812
+15% +$446K 0.69% 25
2020
Q1 		$2.61M Buy
11,910
+252
+2% +$66.9K 0.6% 35
2019
Q4 		$3.32M Sell
11,658
-19,317
-62% -$5.32M 0.59% 28
2019
Q3 		$8.34M Sell
30,975
-189
-0.6% -$50.4K 1.71% 5
2019
Q2 		$8.29M Sell
31,164
-1,220
-4% -$318K 1.89% 4
2019
Q1 		$8.39M Sell
32,384
-269
-0.8% -$67.7K 2.09% 4
2018
Q4 		$7.62M Buy
32,653
+19,467
+148% +$4.86M 2.23% 4
2018
Q3 		$3.49M Sell
13,186
-764
-5% -$196K 0.9% 16
2018
Q2 		$3.39M Sell
13,950
-16,559
-54% -$4.07M 0.95% 12
2018
Q1 		$7.37M Buy
30,509
+25,472
+506% +$6.4M 1.85% 4
2017
Q4 		$1.25M Sell
5,037
-2,177
-30% -$516K 0.31% 67
2017
Q3 		$1.61M Sell
7,214
-1,794
-20% -$393K 0.54% 34
2017
Q2 		$1.92M Buy
9,008
+6,962
+340% +$1.46M 0.61% 24
2017
Q1 		$422K Sell
2,046
-680
-25% -$139K 0.16% 146
2016
Q4 		$538K Buy
2,726
+94
+4% +$17.7K 0.26% 93
2016
Q3 		$481K Sell
2,632
-175
-6% -$32.1K 0.23% 104
2016
Q2 		$502K Sell
2,807
-720
-20% -$128K 0.27% 93
2016
Q1 		$623K Sell
3,527
-1,504
-30% -$250K 0.39% 69
2015
Q4 		$875K Sell
5,031
-531
-10% -$92.8K 0.58% 43
2015
Q3 		$904K Buy
5,562
+3,368
+154% +$575K 0.63% 39
2015
Q2 		$386K Hold
2,194
– – 0.27% 93
2015
Q1 		$390K Buy
2,194
+226
+11% +$40.2K 0.33% 75
2014
Q4 		$350K Buy
1,968
+174
+10% +$30.1K 0.36% 71
2014
Q3 		$305K Hold
1,794
– – 0.45% 48
2014
Q2 		$301K Sell
1,794
-7,082
-80% -$1.17M 0.44% 48
2014
Q1 		$1.39M Buy
8,876
+116
+1% +$18.7K 4.76% 4
2013
Q4 		$1.45M Sell
8,760
-5,919
-40% -$930K 7.88% 2
2013
Q3 		$2.22M Sell
14,679
-2,742
-16% -$418K 11.39% 1
2013
Q2 		$2.59M Buy
+17,421
New +$2.6M 15.25% 1

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kovack Advisors's DIA Position: Q2 2026 in Review

Kovack Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.1% in Q2 2026, buying an estimated $327K and bringing the position to 16,483 shares worth $8.61M. The position accounts for 0.41% of the portfolio, ranked #43.

Kovack Advisors first reported a position in DIA in Q2 2013 and has held it in 52 quarters since. 645 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Kovack Advisors held 16,483 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $8.61M as of Q2 2026.
  • Kovack Advisors bought 655 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $327K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.41% of Kovack Advisors's portfolio in Q2 2026, its #43 holding.
  • Kovack Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • 645 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.