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

West Wealth 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
2025
Q2 		– Sell
-811
Closed -$341K – 113
2025
Q1 		$341K Buy
+811
New +$351K 0.1% 69
2022
Q2 		– Sell
-585
Closed -$203K – 68
2022
Q1 		$203K Sell
585
-187
-24% -$64.9K 0.08% 63
2021
Q4 		$280K Buy
+772
New +$274K 0.11% 42

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

West Wealth Group's DIA Position: Q2 2025 in Review

West Wealth Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2025, closing a stake of 811 shares — an estimated $341K sold.

West Wealth Group first reported a position in DIA in Q4 2021 and held it in 3 quarters. The position peaked at $341K in Q1 2025. 1,275 funds tracked by Wall St. Rank hold DIA as of Q2 2025.

  • West Wealth Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2025 after selling out during the quarter.
  • West Wealth Group sold 811 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2025, an estimated $341K.
  • West Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 3 quarters.
  • West Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $341K in Q1 2025.
  • 1,275 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2025.

Based on West Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.