Krilogy Financial’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Krilogy Financial’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
2021 Q3	–	Sell	-1,100	Closed	-$379K	–	272
2021 Q2	$379K	Sell	1,100 -1,100	-50%	-$375K	0.04%	202
2021 Q1	$726K	Sell	2,200 -200	-8%	-$63.1K	0.08%	147
2020 Q4	$734K	Buy	+2,400	New	+$699K	0.09%	149
2020 Q2	–	Sell	-1,200	Closed	-$263K	–	225
2020 Q1	$263K	Buy	+1,200	New	+$319K	0.05%	162

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

Krilogy Financial's DIA Position: Q1 2026 in Review

Krilogy Financial increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 11% in Q1 2026, buying an estimated $96.9K and bringing the position to 1,956 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #386.

Krilogy Financial first reported a position in DIA in Q3 2017 and has held it in 9 quarters since. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Krilogy Financial held 1,956 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $950K as of Q1 2026.
Krilogy Financial bought 200 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $96.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #386 holding.
Krilogy Financial first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2017 and has held it in 9 quarters since.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.