Key Financial Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1801720
WEST CHESTER, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$288,881
+$32,738 QoQ
Shares Held
553
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,079
of 1,432 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,881 | 553 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $256,143 | 553 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $272,482 | 567 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $306,995 | 662 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $234,866 | 533 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $223,796 | 533 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $197,006 | 463 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $153,592 | 363 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $141,980 | 363 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $64,834 | 163 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $61,429 | 163 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $54,596 | 163 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $56,047 | 163 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $54,217 | 163 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $54,006 | 163 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $46,829 | 163 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $50,174 | 163 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $56,533 | 163 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $59,221 | 163 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $55,141 | 163 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $56,226 | 163 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $53,819 | 163 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $49,843 | 163 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $35,734 | 163 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||