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

MKD Wealth Coaches’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	$224K	Buy	+428	New	+$214K	0.19%	27
2026 Q1	–	Sell	-428	Closed	-$206K	–	29
2025 Q4	$206K	Sell	428 -66	-13%	-$31.2K	0.21%	26
2025 Q3	$229K	Hold	494	–	–	0.23%	24
2025 Q2	$218K	Hold	494	–	–	0.23%	24
2025 Q1	$207K	Hold	494	–	–	0.23%	23
2024 Q4	$210K	Buy	+494	New	+$214K	0.21%	26

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

MKD Wealth Coaches's DIA Position: Q2 2026 in Review

MKD Wealth Coaches opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 428 shares worth $224K. The stake represents 0.19% of the portfolio and ranks #27 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in DIA as recently as Q4 2025.

MKD Wealth Coaches first reported a position in DIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $229K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

MKD Wealth Coaches held 428 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $224K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new MKD Wealth Coaches position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.19% of MKD Wealth Coaches's portfolio in Q2 2026, its #27 holding.
MKD Wealth Coaches first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2024 and has held it in 6 quarters since.
MKD Wealth Coaches's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $229K in Q3 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.