HOWE & RUSLING INC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 769963 ROCHESTER, NY

Position in DIA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$514,031

-$1,499 QoQ

Shares Held

984

-11.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#846

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,031	984	-11.6%	Shares	Sole	2026-08-10
2026-03-31	$515,530	1,113	-15.2%	Shares	Sole	2026-04-28
2025-12-31	$630,988	1,313	+11.5%	Shares	Sole	2026-02-17
2025-09-30	$546,285	1,178	0.0%	Shares	Sole	2025-11-05
2025-06-30	$519,085	1,178	+6.1%	Shares	Sole	2025-08-12
2025-03-31	$466,066	1,110	-3.6%	Shares	Sole	2025-06-17
2024-12-31	$489,750	1,151	-7.5%	Shares	Sole	2025-02-12
2024-09-30	$526,361	1,244	+1.4%	Shares	Sole	2024-11-08
2024-06-30	$479,916	1,227	-31.6%	Shares	Sole	2024-08-14
2024-03-31	$713,183	1,793	-3.1%	Shares	Sole	2024-05-15
2023-12-31	$697,586	1,851	-11.4%	Shares	Sole	2024-02-06
2023-09-30	$699,375	2,088	+12.1%	Shares	Sole	2023-11-09
2023-06-30	$640,248	1,862	-12.2%	Shares	Sole	2023-08-14
2023-03-31	$705,487	2,121	-11.6%	Shares	Sole	2023-05-15
2022-12-31	$794,529	2,398	-5.3%	Shares	Sole	2023-02-15
2022-09-30	$727,156	2,531	0.0%	Shares	Sole	2022-11-14
2022-06-30	$779,092	2,531	+11.1%	Shares	Sole	2022-08-15
2022-03-31	$790,078	2,278	-0.3%	Shares	Sole	2022-05-10
2021-12-31	$830,186	2,285	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$774,007	2,288	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$791,315	2,294	-26.6%	Shares	Sole	2021-08-13
2021-03-31	$1,031,482	3,124	-0.3%	Shares	Sole	2021-05-13
2020-12-31	$957,734	3,132	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$869,685	3,134	+0.2%	Shares	Sole	2020-11-06
2020-06-30	$806,359	3,127	-4.1%	Shares	Sole	2020-07-15
2020-03-31	$714,470	3,259	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.