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Livermore
Livermore
ZHEN

Winch Advisory Services, LLC

SEC CIK
0001585822
Latest filing
Aug 6, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Winch Advisory Services, 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)
393
Value
$205.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Winch Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026393$205.1K<0.1%+1+0.3%AddedHolders
Q1 2026392$181.4K<0.1%+1+0.3%AddedHolders
Q4 2025391$187.8K<0.1%00.0%UnchangedHolders
Q3 2025391$181.1K<0.1%+1+0.3%AddedHolders
Q2 2025390$171.6K<0.1%+1+0.3%AddedHolders
Q1 2025389$163.2K<0.1%+1+0.3%AddedHolders
Q4 2024388$165.0K<0.1%+2+0.5%AddedHolders
Q3 2024386$163.4K<0.1%+1+0.3%AddedHolders
Q2 2024385$150.6K<0.1%00.0%UnchangedHolders
Q1 2024385$153.2K<0.1%00.0%UnchangedHolders
Q4 2023385$144.9K<0.1%+2+0.5%AddedHolders
Q3 2023383$128.0K<0.1%+2+0.5%AddedHolders
Q2 2023381$131.0K<0.1%+1+0.3%AddedHolders
Q1 2023380$126.0K<0.1%+6+1.6%AddedHolders
Q4 2022374$124.0K0.1%+2+0.5%AddedHolders
Q3 2022372$107.0K<0.1%+2+0.5%AddedHolders
Q2 2022370$114.0K<0.1%−17−4.4%ReducedHolders
Q1 2022387$134.0K<0.1%+1+0.3%AddedHolders
Q4 2021386$140.0K<0.1%00.0%UnchangedHolders
Q3 2021386$131.0K<0.1%00.0%UnchangedHolders
Q2 2021386$133.0K<0.1%00.0%UnchangedHolders
Q1 2021386$127.0K0.1%––Holders

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