SEC 13F Intelligence

Kw Wealth Management LLC / DIA

Kw Wealth Management LLC’s State Str Spdr Dow Jones Ind Position

Does Kw Wealth Management LLC own State Str Spdr Dow Jones Ind (DIA)? Not currently — the last reported position was 9.1K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
9.1K
% of Portfolio
+6.63%
Quarters Held
2
position exited

Position History DIA

Reported value by quarter
Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20259.1K$4M+6.63%
Q3 20258.9K$4M+7.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of DIA.