LMKC
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L.M. Kohn & Company’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$529K Sell
1,141
-689
-38% -$311K 0.64% 44
2025
Q2 		$806K Sell
1,830
-85
-4% -$35.3K 0.22% 94
2025
Q1 		$804K Sell
1,915
-65
-3% -$28.1K 0.21% 102
2024
Q4 		$842K Sell
1,980
-25
-1% -$10.8K 0.22% 94
2024
Q3 		$848K Sell
2,005
-47
-2% -$19.1K 0.22% 101
2024
Q2 		$802K Buy
2,052
+33
+2% +$12.8K 0.22% 100
2024
Q1 		$803K Buy
2,019
+125
+7% +$48.2K 0.23% 96
2023
Q4 		$714K Buy
1,894
+53
+3% +$18.5K 0.23% 93
2023
Q3 		$617K Buy
1,841
+10
+0.5% +$3.47K 0.23% 94
2023
Q2 		$630K Buy
1,831
+747
+69% +$251K 0.24% 98
2023
Q1 		$361K Buy
1,084
+300
+38% +$99.7K 0.15% 142
2022
Q4 		$260K Buy
784
+15
+2% +$4.88K 0.12% 174
2022
Q3 		$221K Hold
769
– – 0.11% 180
2022
Q2 		$237K Sell
769
-115
-13% -$37.6K 0.11% 193
2022
Q1 		$307K Buy
+884
New +$307K 0.12% 184

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

L.M. Kohn & Company's DIA Position: Q3 2025 in Review

L.M. Kohn & Company reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 38% in Q3 2025, selling an estimated $311K and leaving 1,141 shares worth $529K. The position accounts for 0.64% of the portfolio, ranked #44.

L.M. Kohn & Company first reported a position in DIA in Q1 2022 and has held it in 15 quarters since. The position peaked at $848K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold DIA as of Q3 2025.

  • L.M. Kohn & Company held 1,141 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $529K as of Q3 2025.
  • L.M. Kohn & Company sold 689 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2025, an estimated $311K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.64% of L.M. Kohn & Company's portfolio in Q3 2025, its #44 holding.
  • L.M. Kohn & Company first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $848K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.