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

KW Wealth Management’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 		– Sell
-9,096
Closed -$4.37M – 16
2025
Q4 		$4.37M Buy
9,096
+220
+2% +$104K 6.63% 3
2025
Q3 		$4.12M Buy
+8,876
New +$4M 7.02% 3

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

KW Wealth Management's DIA Position: Q1 2026 in Review

KW Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2026, closing a stake of 9,096 shares — an estimated $4.37M sold.

KW Wealth Management first reported a position in DIA in Q3 2025 and held it in 2 quarters. The position peaked at $4.37M in Q4 2025. 1,366 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • KW Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 9,096 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $4.37M.
  • KW Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.37M in Q4 2025.
  • 1,366 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.