Spire Wealth Management

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1858740 MCLEAN, VA

Position in DIA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,299,038

+$178,091 QoQ

Shares Held

4,401

-3.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#371

of 1,432 holders

Holding Since

Mar 2021

22 quarters on record

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,299,038	4,401	-3.9%	Shares	Sole	2026-07-15
2026-03-31	$2,120,947	4,579	+5.2%	Shares	Sole	2026-04-22
2025-12-31	$2,092,401	4,354	-10.1%	Shares	Sole	2026-01-14
2025-09-30	$2,246,356	4,844	+5.8%	Shares	Sole	2025-10-23
2025-06-30	$2,016,855	4,577	-39.6%	Shares	Sole	2025-08-04
2025-03-31	$3,183,950	7,583	-45.6%	Shares	Sole	2025-04-23
2024-12-31	$5,929,768	13,936	+87.0%	Shares	Sole	2025-01-24
2024-09-30	$3,152,667	7,451	+3.6%	Shares	Sole	2024-10-15
2024-06-30	$2,813,789	7,194	-1.5%	Shares	Sole	2024-07-31
2024-03-31	$2,905,636	7,305	+3.5%	Shares	Sole	2024-04-24
2023-12-31	$2,659,948	7,058	-40.7%	Shares	Sole	2024-02-06
2023-09-30	$3,987,579	11,905	+69.1%	Shares	Sole	2023-11-08
2023-06-30	$2,420,704	7,040	-67.8%	Shares	Sole	2023-08-09
2023-03-31	$7,279,056	21,884	+100.0%	Shares	Sole	2023-05-09
2022-12-31	$3,625,412	10,942	+15.3%	Shares	Sole	2023-02-03
2022-09-30	$2,727,626	9,494	-55.2%	Shares	Sole	2022-11-07
2022-06-30	$6,525,168	21,198	-4.0%	Shares	Sole	2022-07-22
2022-03-31	$7,661,127	22,089	+188.9%	Shares	Sole	2022-04-18
2021-12-31	$2,777,581	7,645	+8.6%	Shares	Sole	2022-01-14
2021-09-30	$2,381,899	7,041	-6.5%	Shares	Sole	2021-10-22
2021-06-30	$2,597,473	7,530	+9.7%	Shares	Sole	2021-07-26
2021-03-31	$2,266,025	6,863	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.