CWM, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1535847 OMAHA, NE

Position in DIA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,876,001

-$95,495 QoQ

Shares Held

10,527

+1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 7% Shared 0% None 93%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,876,001	10,527	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$4,971,496	10,345	-3.3%	Shares	Sole	2026-01-26
2025-09-30	$4,962,018	10,700	+9.2%	Shares	Sole	2025-10-15
2025-06-30	$4,316,607	9,796	-25.3%	Shares	Sole	2025-07-25
2025-03-31	$5,503,787	13,108	-7.2%	Shares	Sole	2025-05-01
2024-12-31	$6,007,209	14,118	+115.5%	Shares	Sole	2025-02-04
2024-09-30	$2,772,282	6,552	-18.6%	Shares	Sole	2024-10-08
2024-06-30	$3,147,031	8,046	+1.2%	Shares	Sole	2024-07-10
2024-03-31	$3,161,794	7,949	+5.2%	Shares	Sole	2024-04-05
2023-12-31	$2,847,629	7,556	+49.2%	Shares	Sole	2024-02-01
2023-09-30	$1,696,186	5,064	-11.5%	Shares	Sole	2023-10-11
2023-06-30	$1,967,165	5,721	-11.8%	Shares	Sole	2023-08-03
2023-03-31	$2,158,038	6,488	+12.7%	Shares	Sole	2023-05-01
2022-12-31	$1,907,466	5,757	+38.2%	Shares	Sole	2023-02-01
2022-09-30	$1,196,891	4,166	+92.3%	Shares	Sole	2022-10-27
2022-06-30	$666,738	2,166	-5.5%	Shares	Sole	2022-07-28
2022-03-31	$794,587	2,291	+5.1%	Shares	Sole	2022-04-21
2021-12-31	$791,674	2,179	+42.4%	Shares	Sole	2022-01-31
2021-06-30	$527,773	1,530	0.0%	Shares	Sole	2021-09-15
2021-03-31	$505,175	1,530	0.0%	Shares	Sole	2021-09-15
2020-12-31	$467,858	1,530	0.0%	Shares	Sole	2021-09-15
2020-09-30	$424,575	1,530	0.0%	Shares	Sole	2021-09-15
2020-06-30	$394,541	1,530	0.0%	Shares	Sole	2021-09-15
2020-03-31	$335,421	1,530	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.