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 Q3	$201K	Buy	396 +2	+0.5%	+$1.05K	0.03%	143
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

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

West Wealth Group's DIA Position: Q3 2026 in Review

West Wealth Group increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.51% in Q3 2026, buying an estimated $1.05K and bringing the position to 396 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #143.

West Wealth Group first reported a position in DIA in Q4 2021 and has held it in 5 quarters since. The position peaked at $341K in Q1 2025. 476 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

West Wealth Group held 396 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $201K as of Q3 2026.
West Wealth Group bought 2 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $1.05K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of West Wealth Group's portfolio in Q3 2026, its #143 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 5 quarters since.
West Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $341K in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.