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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Arete Wealth 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of DIA by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,120−100.0%Sold outHolders
Q3 20253,120$1.45M0.1%−10−0.3%ReducedHolders
Q2 20253,130$1.38M0.1%−583−15.7%ReducedHolders
Q1 20253,713$1.56M0.1%−17,421−82.4%ReducedHolders
Q4 202421,134$8.99M0.6%+4,725+28.8%AddedHolders
Q3 202416,409$6.94M0.6%−3,553−17.8%ReducedHolders
Q2 202419,962$7.81M0.6%−306−1.5%ReducedHolders
Q1 202420,268$8.06M0.7%−314−1.5%ReducedHolders
Q4 202320,582$7.76M0.6%+595+3.0%AddedHolders
Q3 202319,987$6.69M1.2%−1,877−8.6%ReducedHolders
Q2 202321,864$7.52M0.7%+159+0.7%AddedHolders
Q1 202321,705$7.22M0.6%−318−1.4%ReducedHolders
Q4 202222,023$7.30M0.6%+2,057+10.3%AddedHolders
Q3 202219,966$5.74M0.6%+488+2.5%AddedHolders
Q2 202219,478$6.00M0.7%−1,425−6.8%ReducedHolders
Q1 202220,903$7.25M0.6%+1,356+6.9%AddedHolders
Q4 202119,547$7.11M0.6%+283+1.5%AddedHolders
Q3 202119,264$6.52M0.7%+218+1.1%AddedHolders
Q2 202119,046$552.0K0.1%+2,044+12.0%AddedHolders
Q1 202117,002$5.61M0.7%––Holders

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