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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
2,586
Value
$1.35M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,586$1.35M<0.1%−305−10.5%ReducedHolders
Q1 20262,891$1.34M<0.1%+45+1.6%AddedHolders
Q4 20252,846$1.37M<0.1%−80−2.7%ReducedHolders
Q3 20252,926$1.36M<0.1%00.0%UnchangedHolders
Q2 20252,926$1.29M<0.1%+2+0.1%AddedHolders
Q1 20252,924$1.23M<0.1%+303+11.6%AddedHolders
Q4 20242,621$1.12M<0.1%+10.0%AddedHolders
Q3 20242,620$1.11M<0.1%−96−3.5%ReducedHolders
Q2 20242,716$1.06M<0.1%+1,142+72.6%AddedHolders
Q1 20241,574$620.9K<0.1%−713−31.2%ReducedHolders
Q4 20232,287$861.9K<0.1%00.0%UnchangedHolders
Q3 20232,287$766.0K<0.1%00.0%UnchangedHolders
Q2 20232,287$786.4K<0.1%+1,669+270.1%AddedHolders
Q1 2023618$205.6K<0.1%+195+46.1%AddedHolders
Q4 2022423$140.2K<0.1%00.0%UnchangedHolders
Q3 2022423$122.0K<0.1%00.0%UnchangedHolders
Q2 2022423$130.0K<0.1%00.0%UnchangedHolders
Q1 2022423$147.0K<0.1%00.0%UnchangedHolders
Q4 2021423$154.0K<0.1%00.0%UnchangedHolders
Q3 2021423$143.0K<0.1%00.0%UnchangedHolders
Q2 2021423$146.0K<0.1%00.0%UnchangedHolders
Q1 2021423$140.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.