Golden State Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1776033
SANTA ANA, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,209,709
+$195,759 QoQ
Shares Held
4,230
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#378
of 1,432 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209,709 | 4,230 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,013,950 | 4,348 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,017,913 | 4,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,935,187 | 4,173 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,874,084 | 4,253 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,729,065 | 4,118 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,758,166 | 4,132 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $2,173,583 | 6,267 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,677,668 | 7,370 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,110,253 | 6,238 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,706,822 | 7,847 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,687,665 | 8,140 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,488,519 | 8,138 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,335,717 | 8,417 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,062,186 | 7,997 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,602,352 | 7,309 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||