W Advisors LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

W Advisors LLC’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$481K	Buy	945 +19	+2%	+$10K	0.21%	89
2026 Q2	$484K	Sell	926 -30	-3%	-$15K	0.22%	91
2026 Q1	$443K	Buy	956 +31	+3%	+$15K	0.23%	83
2025 Q4	$445K	Hold	925	–	–	0.22%	87
2025 Q3	$429K	Hold	925	–	–	0.23%	88
2025 Q2	$408K	Hold	925	–	–	0.23%	84
2025 Q1	$388K	Hold	925	–	–	0.24%	82
2024 Q4	$394K	Hold	925	–	–	0.24%	81
2024 Q3	$391K	Hold	925	–	–	0.24%	77
2024 Q2	$362K	Hold	925	–	–	0.24%	75
2024 Q1	$368K	Hold	925	–	–	0.25%	79
2023 Q4	$349K	Hold	925	–	–	0.26%	76
2023 Q3	$310K	Hold	925	–	–	0.25%	80
2023 Q2	$318K	Hold	925	–	–	0.25%	76
2023 Q1	$308K	Hold	925	–	–	0.25%	78
2022 Q4	$306K	Hold	925	–	–	0.26%	83
2022 Q3	$266K	Hold	925	–	–	0.25%	80
2022 Q2	$285K	Hold	925	–	–	0.25%	80
2022 Q1	$321K	Hold	925	–	–	0.24%	79
2021 Q4	$336K	Buy	+925	New	+$329K	0.25%	78

Other funds holding DIA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

W Advisors LLC's DIA Position: Q3 2026 in Review

W Advisors LLC increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 2.1% in Q3 2026, buying an estimated $10K and bringing the position to 945 shares worth $481K. The position accounts for 0.21% of the portfolio, ranked #89.

W Advisors LLC first reported a position in DIA in Q4 2021 and has held it in 20 quarters since. The position peaked at $484K in Q2 2026. 907 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

W Advisors LLC held 945 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $481K as of Q3 2026.
W Advisors LLC bought 19 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $10K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of W Advisors LLC's portfolio in Q3 2026, its #89 holding.
W Advisors LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 20 quarters since.
W Advisors LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $484K in Q2 2026.
907 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.