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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return