Westend Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Westend Capital Management’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	$116K	Hold	250	–	–	0.03%	67
2025 Q4	$120K	Hold	250	–	–	0.03%	64
2025 Q3	$116K	Hold	250	–	–	0.03%	51
2025 Q2	$110K	Hold	250	–	–	0.03%	54
2025 Q1	$105K	Hold	250	–	–	0.04%	57
2024 Q4	$106K	Hold	250	–	–	0.03%	55
2024 Q3	$106K	Hold	250	–	–	0.04%	58
2024 Q2	$97.9K	Hold	250	–	–	0.03%	52
2024 Q1	$99.4K	Buy	+250	New	+$96.3K	0.04%	57

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

Westend Capital Management's DIA Position: Q1 2026 in Review

Westend Capital Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2026 at 250 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #67.

Westend Capital Management first reported a position in DIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $120K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Westend Capital Management held 250 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $116K as of Q1 2026.
Westend Capital Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Westend Capital Management's portfolio in Q1 2026, its #67 holding.
Westend Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 9 quarters since.
Westend Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $120K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.