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 Q3	$218K	Hold	428	–	–	0.18%	32
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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

MKD Wealth Coaches's DIA Position: Q3 2026 in Review

MKD Wealth Coaches held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q3 2026 at 428 shares worth $218K. The position accounts for 0.18% of the portfolio, ranked #32.

MKD Wealth Coaches first reported a position in DIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q3 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

MKD Wealth Coaches held 428 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $218K as of Q3 2026.
MKD Wealth Coaches left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q3 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.18% of MKD Wealth Coaches's portfolio in Q3 2026, its #32 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 7 quarters since.
MKD Wealth Coaches's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $229K in Q3 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.