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

Western Wealth 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 Q2	$4.72M	Sell	9,039 -170	-2%	-$84.9K	0.15%	133
2026 Q1	$4.27M	Sell	9,209 -6	-0.1%	-$2.91K	0.16%	122
2025 Q4	$4.43M	Buy	9,215 +750	+9%	+$355K	0.2%	93
2025 Q3	$3.93M	Buy	8,465 +16	+0.2%	+$7.21K	0.21%	98
2025 Q2	$3.72M	Sell	8,449 -788	-9%	-$327K	0.22%	94
2025 Q1	$3.88M	Buy	9,237 +1,535	+20%	+$664K	0.26%	83
2024 Q4	$3.28M	Buy	7,702 +77	+1%	+$33.3K	0.18%	116
2024 Q3	$3.23M	Sell	7,625 -110	-1%	-$44.7K	0.18%	110
2024 Q2	$3.03M	Sell	7,735 -351	-4%	-$136K	0.22%	89
2024 Q1	$3.22M	Sell	8,086 -199	-2%	-$76.7K	0.25%	80
2023 Q4	$3.12M	Sell	8,285 -673	-8%	-$235K	0.23%	92
2023 Q3	$3M	Buy	8,958 +368	+4%	+$128K	0.25%	78
2023 Q2	$2.95M	Sell	8,590 -384	-4%	-$129K	0.25%	86
2023 Q1	$2.98M	Sell	8,974 -311	-3%	-$103K	0.28%	81
2022 Q4	$3.08M	Sell	9,285 -9,211	-50%	-$2.99M	0.31%	71
2022 Q3	$5.31M	Sell	18,496 -959	-5%	-$305K	0.3%	68
2022 Q2	$5.99M	Sell	19,455 -1,645	-8%	-$538K	0.34%	61
2022 Q1	$7.32M	Buy	21,100 +11,896	+129%	+$4.13M	0.36%	59
2021 Q4	$3.35M	Buy	+9,204	New	+$3.27M	0.33%	63
2021 Q2	$2.61M	Buy	7,577 +513	+7%	+$175K	0.27%	85
2021 Q1	$2.33M	Sell	7,064 -143	-2%	-$45.1K	0.31%	73
2020 Q4	$2.2M	Buy	7,207 +3,384	+89%	+$985K	0.32%	74
2020 Q3	$1.06M	Buy	3,823 +45	+1%	+$12.3K	0.17%	132
2020 Q2	$974K	Buy	3,778 +661	+21%	+$163K	0.18%	133
2020 Q1	$685K	Buy	3,117 +475	+18%	+$126K	0.16%	143
2019 Q4	$753K	Buy	2,642 +926	+54%	+$255K	0.11%	168
2019 Q3	$462K	Sell	1,716 -1,712	-50%	-$457K	0.1%	227
2019 Q2	$912K	Sell	3,428 -478	-12%	-$125K	0.12%	143
2019 Q1	$1.01M	Buy	3,906 +1,129	+41%	+$284K	0.23%	108
2018 Q4	$647K	Buy	+2,777	New	+$693K	0.17%	147

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

Western Wealth Management's DIA Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q2 2026, selling an estimated $84.9K and leaving 9,039 shares worth $4.72M. The position accounts for 0.15% of the portfolio, ranked #133.

Western Wealth Management first reported a position in DIA in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.32M in Q1 2022. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Western Wealth Management held 9,039 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.72M as of Q2 2026.
Western Wealth Management sold 170 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $84.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.15% of Western Wealth Management's portfolio in Q2 2026, its #133 holding.
Western Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.32M in Q1 2022.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.