Crestwood Advisors Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1426853
BOSTON, MA
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$364,105
-$160,226 QoQ
Shares Held
697
-38.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#980
of 1,432 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,105 | 697 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $524,331 | 1,132 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $544,005 | 1,132 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $509,650 | 1,099 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $484,274 | 1,099 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $461,448 | 1,099 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $481,666 | 1,132 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $478,971 | 1,132 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $447,843 | 1,145 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $438,729 | 1,103 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $233,659 | 620 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $572,628 | 2,612 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||