Westwood Holdings Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Westwood Holdings Group’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
2023 Q2	–	Sell	-888	Closed	-$295K	–	496
2023 Q1	$295K	Buy	+888	New	+$295K	﹤0.01%	444
2022 Q1	–	Sell	-744	Closed	-$270K	–	460
2021 Q4	$270K	Buy	+744	New	+$264K	﹤0.01%	419
2021 Q3	–	Sell	-914	Closed	-$315K	–	442
2021 Q2	$315K	Buy	+914	New	+$312K	﹤0.01%	397

Other funds holding DIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Westwood Holdings Group's DIA Position: Q2 2023 in Review

Westwood Holdings Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2023, closing a stake of 888 shares — an estimated $295K sold.

Westwood Holdings Group first reported a position in DIA in Q2 2021 and held it in 3 quarters. The position peaked at $315K in Q2 2021. 1,034 funds tracked by Wall St. Rank hold DIA as of Q2 2023.

Westwood Holdings Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2023 after selling out during the quarter.
Westwood Holdings Group sold 888 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2023, an estimated $295K.
Westwood Holdings Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 3 quarters.
Westwood Holdings Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $315K in Q2 2021.
1,034 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2023.

Based on Westwood Holdings Group's 13F filing for Q2 2023, filed 11 Aug 2023.