Kingswood Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,997 shares of DIA stock, worth $8.02 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

16,997

Previous 17,046 0.29%

Holding current value

$8.02 Million

Previous $7.51 Billion 4.94%

% of portfolio

0.48%

Previous 0.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$435.72 - $463.74 $21,350 - $22,723	-49 Reduced 0.29%	16,997 $7.88 Billion
Q2 2025 Jul 23, 2025	BUY	$376.48 - $440.65 $225,888 - $264,390	600 Added 3.65%	17,046 $7.51 Billion
Q1 2025 Jul 25, 2025	SELL	$408.78 - $448.82 $275,517 - $302,504	-674 Reduced 3.95%	16,372 $6.87 Billion
Q1 2025 Apr 21, 2025	SELL	$408.78 - $448.82 $972,078 - $1.07 Million	-2,378 Reduced 12.63%	16,446 $6.91 Billion
Q4 2024 Jan 22, 2025	BUY	$417.69 - $450.94 $6.88 Million - $7.43 Million	16,472 Added 700.34%	18,824 $8.01 Billion

Q3 2024 Oct 21, 2024	SELL	$386.81 - $423.12 $5.57 Million - $6.09 Million	-14,400 Reduced 85.96%	2,352 $995 Million
Q2 2024 Jul 09, 2024	BUY	$377.31 - $399.95 $3.25 Million - $3.45 Million	8,614 Added 105.85%	16,752 $6.55 Billion
Q1 2024 Apr 15, 2024	SELL	$372.72 - $397.76 $3.2 Million - $3.42 Million	-8,598 Reduced 51.37%	8,138 $3.24 Billion
Q4 2023 Jan 16, 2024	BUY	$324.19 - $377.03 $4.54 Million - $5.28 Million	14,016 Added 515.29%	16,736 $6.31 Billion
Q3 2023 Oct 23, 2023	BUY	$334.95 - $356.2 $33,495 - $35,620	100 Added 3.82%	2,720 $911 Million
Q2 2023 Aug 09, 2023	BUY	$327.75 - $344.77 $858,705 - $903,297	2,620 New	2,620 $901 Million

Others Institutions Holding DIA

# of Institutions

1,504

Shares Held

33.7M

Call Options Held

9.2M

Put Options Held

14.5M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History