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
2026 Q2	$206K	Buy	+394	New	+$197K	0.03%	140
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Wealth Group's DIA Position: Q2 2026 in Review

West Wealth Group opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 394 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: West Wealth Group previously reported a position in DIA as recently as Q1 2025.

West Wealth Group first reported a position in DIA in Q4 2021 and has held it in 4 quarters since. The position peaked at $341K in Q1 2025. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

West Wealth Group held 394 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $206K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new West Wealth Group position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of West Wealth Group's portfolio in Q2 2026, its #140 holding.
West Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and has held it in 4 quarters since.
West Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $341K in Q1 2025.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.