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Kingswood Wealth Advisors »

SPDR Dow Jones Industrial Average ETF shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in SPDR Dow Jones Industrial Average ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Industrial Average ETF held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$7.9M	17k	463.74
2025-06-30	$7.5M	17k	440.65
2025-03-31	$6.9M	16k	419.88
2024-12-31	$8.0M	19k	425.50
2024-09-30	$995k	2.4k	422.96
2024-06-30	$6.6M	17k	391.13
2024-03-31	$3.2M	8.1k	397.81
2023-12-31	$6.3M	17k	376.87
2023-09-30	$911k	2.7k	334.95
2023-06-30	$901k	2.6k	343.85

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)

Spdr S&p 500 Etf Exchange Traded Fund (SPY)

Nvidia Corporation Common Stock (NVDA)

Microsoft Corporation Common Stock (MSFT)

Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)

Invesco Qqq Tr Exchange Traded Fund (QQQ)

Amazon Com Incorporated Common Stock (AMZN)

Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)

Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)

Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)

Broadcom Incorporated Common Stock (AVGO)

Vanguard Value Etf Exchange Traded Fund (VTV)

Meta Platforms Incorporated Class A Common Stock (META)

Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International

Millennium Management

LPL Financial

Wells Fargo & Company

Churchill Management Corp.

View all funds holding SPDR Dow Jones Industrial Average ETF

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