Waverly Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1568787
BIRMINGHAM, AL
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,065,761
+$976,747 QoQ
Shares Held
7,783
+16.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#285
of 1,432 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,065,761 | 7,783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,089,014 | 6,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,938,204 | 6,114 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,679,025 | 5,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,530,212 | 5,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,410,531 | 5,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,210,898 | 5,196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,671,747 | 3,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,600,112 | 4,091 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,615,701 | 4,062 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,414,016 | 3,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $954,607 | 2,850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $892,634 | 2,596 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $857,161 | 2,577 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $924,742 | 2,791 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $740,372 | 2,577 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $793,252 | 2,577 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $408,218 | 1,177 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $427,627 | 1,177 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $398,167 | 1,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $406,006 | 1,177 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $388,621 | 1,177 | Shares | Sole | 2021-05-24 | |
| 2020-03-31 | $312,402 | 1,425 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||