SVB WEALTH LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1626116 BOSTON, MA

Position in DIA

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$389,079

-$14,599 QoQ

Shares Held

840

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$389,079	840	0.0%	Shares	Sole	2026-04-17
2025-12-31	$403,678	840	0.0%	Shares	Sole	2026-02-04
2025-09-30	$389,541	840	0.0%	Shares	Sole	2025-11-06
2025-06-30	$370,146	840	-65.4%	Shares	Sole	2025-08-14
2025-03-31	$1,020,728	2,431	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,034,390	2,431	-0.5%	Shares	Sole	2025-02-05
2024-06-30	$955,138	2,442	-3.2%	Shares	Sole	2024-08-06
2024-03-31	$1,003,945	2,524	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$947,073	2,513	-18.3%	Shares	Sole	2024-01-30
2023-09-30	$1,030,305	3,076	+23.0%	Shares	Sole	2023-10-23
2023-06-30	$859,968	2,501	-0.7%	Shares	Sole	2023-07-24
2023-03-31	$837,536	2,518	+130.4%	Shares	Sole	2023-05-12
2022-12-31	$362,142	1,093	+1.6%	Shares	Sole	2023-02-10
2022-09-30	$309,134	1,076	+19.8%	Shares	Sole	2022-11-09
2022-06-30	$276,422	898	0.0%	Shares	Sole	2022-08-16
2022-03-31	$311,453	898	+5.9%	Shares	Sole	2022-05-13
2021-12-31	$308,095	848	-0.5%	Shares	Sole	2022-02-15
2021-09-30	$288,223	852	+1.3%	Shares	Sole	2021-11-09
2021-06-30	$290,102	841	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$273,058	827	0.0%	Shares	Sole	2021-05-11
2020-12-31	$252,888	827	0.0%	Shares	Sole	2021-02-10
2020-09-30	$229,492	827	-4.6%	Shares	Sole	2020-11-10
2020-06-30	$223,573	867	+1026.0%	Shares	Sole	2020-08-05
2020-03-31	$16,880	77	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.