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

WESPAC Advisors’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 Q1	$659K	Sell	1,422 -1,107	-44%	-$536K	0.36%	89
2025 Q4	$1.22M	Sell	2,529 -88	-3%	-$41.6K	0.66%	50
2025 Q3	$1.21M	Sell	2,617 -45	-2%	-$20.3K	0.71%	42
2025 Q2	$1.17M	Sell	2,662 -166	-6%	-$68.9K	0.82%	38
2025 Q1	$1.19M	Buy	2,828 +1,915	+210%	+$828K	0.97%	29
2024 Q4	$388K	Buy	+913	New	+$395K	0.29%	115
2024 Q2	–	Sell	-881	Closed	-$350K	–	155
2024 Q1	$350K	Buy	+881	New	+$339K	0.2%	127
2023 Q1	–	Sell	-736	Closed	-$244K	–	113
2022 Q4	$244K	Buy	+736	New	+$239K	0.42%	55
2018 Q2	–	Sell	-2,148	Closed	-$519K	–	116
2018 Q1	$519K	Buy	2,148 +543	+34%	+$136K	0.32%	92
2017 Q4	$397K	Sell	1,605 -543	-25%	-$129K	0.37%	85
2017 Q3	$481K	Sell	2,148 -240	-10%	-$52.5K	0.32%	94
2017 Q2	$509K	Buy	2,388 +1,044	+78%	+$219K	0.35%	89
2017 Q1	$277K	Buy	1,344 +283	+27%	+$57.7K	0.32%	95
2016 Q4	$210K	Buy	+1,061	New	+$200K	0.24%	102

Other funds holding DIA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WESPAC Advisors's DIA Position: Q1 2026 in Review

WESPAC Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 44% in Q1 2026, selling an estimated $536K and leaving 1,422 shares worth $659K. The position accounts for 0.36% of the portfolio, ranked #89.

WESPAC Advisors first reported a position in DIA in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2025. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

WESPAC Advisors held 1,422 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $659K as of Q1 2026.
WESPAC Advisors sold 1,107 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $536K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.36% of WESPAC Advisors's portfolio in Q1 2026, its #89 holding.
WESPAC Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and has held it in 14 quarters since.
WESPAC Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.22M in Q4 2025.
1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.