Western Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1767902
GOLDEN, CO
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,721,883
+$456,367 QoQ
Shares Held
9,039
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#261
of 1,432 holders
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,721,883 | 9,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,265,516 | 9,209 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $4,428,452 | 9,215 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,925,559 | 8,465 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,723,051 | 8,449 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,878,431 | 9,237 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,277,201 | 7,702 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $3,226,290 | 7,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,025,390 | 7,735 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,216,287 | 8,086 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,122,367 | 8,285 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,000,482 | 8,958 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,953,671 | 8,590 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,984,931 | 8,974 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $3,076,399 | 9,285 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,313,900 | 18,496 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,988,638 | 19,455 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,318,113 | 21,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,343,997 | 9,204 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,613,686 | 7,577 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,332,391 | 7,064 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,203,828 | 7,207 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,060,882 | 3,823 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $974,232 | 3,778 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $683,339 | 3,117 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||