Wealthspire Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1646247
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,140,172
+$2,398,987 QoQ
Shares Held
11,754
+45.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#227
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $6,140,172 | 11,754 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,741,185 | 8,077 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,656,657 | 7,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,636,185 | 7,841 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,288,130 | 7,462 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,147,000 | 7,495 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,183,591 | 7,482 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,908,103 | 6,873 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,653,425 | 6,784 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,757,670 | 6,933 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,413,098 | 6,403 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,224,068 | 6,640 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,241,558 | 6,519 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,151,053 | 6,467 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,129,126 | 6,426 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,839,581 | 6,403 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,983,899 | 6,445 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,226,648 | 6,420 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,296,545 | 6,321 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,979,334 | 5,851 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,913,092 | 5,546 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,357,485 | 7,140 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,159,488 | 7,062 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,330,445 | 8,398 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,757,126 | 6,814 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,507,425 | 6,876 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||