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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
Q2 		$440K Sell
842
-580
-41% -$290K 0.21% 129
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WESPAC Advisors's DIA Position: Q2 2026 in Review

WESPAC Advisors reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 41% in Q2 2026, selling an estimated $290K and leaving 842 shares worth $440K. The position accounts for 0.21% of the portfolio, ranked #129.

WESPAC Advisors first reported a position in DIA in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.22M in Q4 2025. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • WESPAC Advisors held 842 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $440K as of Q2 2026.
  • WESPAC Advisors sold 580 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $290K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.21% of WESPAC Advisors's portfolio in Q2 2026, its #129 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 15 quarters since.
  • WESPAC Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.22M in Q4 2025.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.