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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Creative Planning, 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)
112,629
Value
$58.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026112,629$58.8M<0.1%+2,378+2.2%AddedHolders
Q1 2026110,251$51.1M<0.1%+655+0.6%AddedHolders
Q4 2025109,596$52.7M<0.1%+1,031+0.9%AddedHolders
Q3 2025108,565$50.3M<0.1%+1,229+1.1%AddedHolders
Q2 2025107,336$47.3M<0.1%+2,780+2.7%AddedHolders
Q1 2025104,556$43.9M<0.1%+6,228+6.3%AddedHolders
Q4 202498,328$41.8M<0.1%+10,386+11.8%AddedHolders
Q3 202487,942$37.2M<0.1%+1,609+1.9%AddedHolders
Q2 202486,333$33.8M<0.1%+1,915+2.3%AddedHolders
Q1 202484,418$33.6M<0.1%+3,316+4.1%AddedHolders
Q4 202381,102$30.6M0.1%+23,649+41.2%AddedHolders
Q3 202357,453$19.2M<0.1%+100+0.2%AddedHolders
Q2 202357,353$19.7M<0.1%−29,815−34.2%ReducedHolders
Q1 202387,168$29.0M<0.1%+27,201+45.4%AddedHolders
Q4 202259,967$19.9M<0.1%−31−0.1%ReducedHolders
Q3 202259,998$17.2M<0.1%−2,689−4.3%ReducedHolders
Q2 202262,687$19.3M<0.1%+9,551+18.0%AddedHolders
Q1 202253,136$18.4M<0.1%−1,518−2.8%ReducedHolders
Q4 202154,654$19.9M<0.1%−1,027−1.8%ReducedHolders
Q3 202155,681$18.8M<0.1%−4,694−7.8%ReducedHolders
Q2 202160,375$20.8M<0.1%−2,703−4.3%ReducedHolders
Q1 202163,078$20.8M<0.1%––Holders

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