Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1510434
Seattle, WA
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,529,412
+$285,257 QoQ
Shares Held
4,842
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#360
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,529,412 | 4,842 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,244,155 | 4,845 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $753,053 | 1,567 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $604,716 | 1,304 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $615,588 | 1,397 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $562,639 | 1,340 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $570,170 | 1,340 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $552,171 | 1,305 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $511,989 | 1,309 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $519,076 | 1,305 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $668,190 | 1,773 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $538,934 | 1,609 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $484,484 | 1,409 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $590,733 | 1,776 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $476,452 | 1,438 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $413,137 | 1,438 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $585,165 | 1,901 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $700,596 | 2,020 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $737,539 | 2,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $653,576 | 1,932 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $675,067 | 1,957 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $515,080 | 1,560 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $510,975 | 1,671 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $372,127 | 1,341 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $391,446 | 1,518 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $356,906 | 1,628 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||