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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,600
Closed -$59.2K 676
2024
Q3
$59.2K Buy
+12,600
New +$5.12M ﹤0.01% 737

Other funds holding DIA

Western Wealth Management's DIA Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.07% in Q1 2026, selling an estimated $2.91K and leaving 9,209 shares worth $4.27M. The position accounts for 0.16% of the portfolio, ranked #122.

Western Wealth Management first reported a position in DIA in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.32M in Q1 2022. 1,360 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Western Wealth Management held 9,209 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.27M as of Q1 2026.
  • Western Wealth Management sold 6 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $2.91K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.16% of Western Wealth Management's portfolio in Q1 2026, its #122 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 29 quarters since.
  • Western Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7.32M in Q1 2022.
  • 1,360 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.