WESCAP Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

WESCAP Management Group’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
2023 Q2	–	Sell	-1,498	Closed	-$498K	–	90
2023 Q1	$498K	Buy	1,498 +7	+0.5%	+$2.33K	0.18%	71
2022 Q4	$494K	Sell	1,491 -446	-23%	-$145K	0.17%	72
2022 Q3	$556K	Buy	1,937 +9	+0.5%	+$2.86K	0.21%	69
2022 Q2	$593K	Buy	1,928 +9	+0.5%	+$2.94K	0.2%	70
2022 Q1	$665K	Sell	1,919 -407	-17%	-$141K	0.19%	67
2021 Q4	$845K	Buy	2,326 +10	+0.4%	+$3.55K	0.23%	63
2021 Q3	$784K	Buy	2,316 +9	+0.4%	+$3.14K	0.23%	64
2021 Q2	$795K	Buy	2,307 +10	+0.4%	+$3.41K	0.23%	63
2021 Q1	$758K	Buy	+2,297	New	+$725K	0.21%	62

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WESCAP Management Group's DIA Position: Q2 2023 in Review

WESCAP Management Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 1,498 shares — an estimated $498K sold.

WESCAP Management Group first reported a position in DIA in Q1 2021 and held it in 9 quarters. The position peaked at $845K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

WESCAP Management Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
WESCAP Management Group sold 1,498 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $498K.
WESCAP Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 9 quarters.
WESCAP Management Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $845K in Q4 2021.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on WESCAP Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.