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

KWB Wealth’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 		$228K Hold
437
– – 0.02% 159
2026
Q1 		$210K Hold
437
– – 0.02% 159
2025
Q4 		$210K Buy
+437
New +$207K 0.02% 169

Other funds holding DIA

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

KWB Wealth's DIA Position: Q2 2026 in Review

KWB Wealth held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 437 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #159.

KWB Wealth first reported a position in DIA in Q4 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • KWB Wealth held 437 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $228K as of Q2 2026.
  • KWB Wealth 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 0.02% of KWB Wealth's portfolio in Q2 2026, its #159 holding.
  • KWB Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.