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Westfuller Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Westfuller Advisors’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 		$134K Buy
255
+1
+0.4% +$499 0.05% 190
2026
Q1 		$118K Buy
254
+1
+0.4% +$484 0.05% 185
2025
Q4 		$122K Buy
253
+1
+0.4% +$473 0.05% 201
2025
Q3 		$117K Buy
+252
New +$114K 0.05% 203

Other funds holding DIA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Westfuller Advisors's DIA Position: Q2 2026 in Review

Westfuller Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.39% in Q2 2026, buying an estimated $499 and bringing the position to 255 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #190.

Westfuller Advisors first reported a position in DIA in Q3 2025 and has held it in 4 quarters since. 726 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Westfuller Advisors held 255 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $134K as of Q2 2026.
  • Westfuller Advisors bought 1 State Street SPDR Dow Jones Industrial Average ETF Trust share in Q2 2026, an estimated $499.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Westfuller Advisors's portfolio in Q2 2026, its #190 holding.
  • Westfuller Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 726 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.