KINGSWOOD WEALTH ADVISORS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1987855
SAN DIEGO, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,737,495
+$1,358,879 QoQ
Shares Held
16,726
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#176
of 1,432 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,737,495 | 16,726 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,378,616 | 15,930 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,452,679 | 15,508 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,882,188 | 16,997 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,511,319 | 17,046 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,874,275 | 16,372 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $8,009,612 | 18,824 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $995,178 | 2,352 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,552,209 | 16,752 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,236,970 | 8,138 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,307,296 | 16,736 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $911,064 | 2,720 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $900,887 | 2,620 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||