LMKC
DIA icon

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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return