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

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

Krilogy Financial's DIA Position: Q2 2026 in Review

Krilogy Financial held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,956 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #387.

Krilogy Financial first reported a position in DIA in Q3 2017 and has held it in 10 quarters since. 1,454 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Krilogy Financial held 1,956 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.02M as of Q2 2026.
Krilogy Financial left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #387 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 10 quarters since.
1,454 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.