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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

W Advisors LLC's DIA Position: Q2 2026 in Review

W Advisors LLC reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 3.1% in Q2 2026, selling an estimated $15K and leaving 926 shares worth $484K. The position accounts for 0.22% of the portfolio, ranked #91.

W Advisors LLC first reported a position in DIA in Q4 2021 and has held it in 19 quarters since. 731 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

W Advisors LLC held 926 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $484K as of Q2 2026.
W Advisors LLC sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $15K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.22% of W Advisors LLC's portfolio in Q2 2026, its #91 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 19 quarters since.
731 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.