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

Westside Investment 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	$363K	Buy	694 +39	+6%	+$19.5K	0.05%	235
2026 Q1	$304K	Buy	655 +100	+18%	+$48.4K	0.05%	241
2025 Q4	$267K	Sell	555 -30	-5%	-$14.2K	0.04%	235
2025 Q3	$271K	Hold	585	–	–	0.04%	239
2025 Q2	$258K	Buy	585 +70	+14%	+$29K	0.05%	225
2025 Q1	$216K	Buy	515 +50	+11%	+$21.6K	0.05%	226
2024 Q4	$198K	Hold	465	–	–	0.04%	232
2024 Q3	$195K	Buy	465 +200	+75%	+$81.3K	0.04%	243
2024 Q2	$104K	Hold	265	–	–	0.02%	302
2024 Q1	$105K	Buy	265 +130	+96%	+$50.1K	0.03%	288
2023 Q4	$50.9K	Hold	135	–	–	0.01%	360
2023 Q3	$45.2K	Buy	+135	New	+$46.8K	0.01%	359

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

Westside Investment Management's DIA Position: Q2 2026 in Review

Westside Investment Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 6% in Q2 2026, buying an estimated $19.5K and bringing the position to 694 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #235.

Westside Investment Management first reported a position in DIA in Q3 2023 and has held it in 12 quarters since. 1,451 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Westside Investment Management held 694 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $363K as of Q2 2026.
Westside Investment Management bought 39 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $19.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #235 holding.
Westside Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 12 quarters since.
1,451 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.