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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Wealthspire 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)
11,754
Value
$6.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,754$6.14M<0.1%+3,677+45.5%AddedHolders
Q1 20268,077$3.74M<0.1%+468+6.2%AddedHolders
Q4 20257,609$3.66M<0.1%−232−3.0%ReducedHolders
Q3 20257,841$3.64M<0.1%+379+5.1%AddedHolders
Q2 20257,462$3.29M<0.1%−33−0.4%ReducedHolders
Q1 20257,495$3.15M<0.1%+13+0.2%AddedHolders
Q4 20247,482$3.18M<0.1%+609+8.9%AddedHolders
Q3 20246,873$2.91M<0.1%+89+1.3%AddedHolders
Q2 20246,784$2.65M<0.1%−149−2.1%ReducedHolders
Q1 20246,933$2.76M<0.1%+530+8.3%AddedHolders
Q4 20236,403$2.41M<0.1%−237−3.6%ReducedHolders
Q3 20236,640$2.22M<0.1%+121+1.9%AddedHolders
Q2 20236,519$2.24M<0.1%+52+0.8%AddedHolders
Q1 20236,467$2.15M<0.1%+41+0.6%AddedHolders
Q4 20226,426$2.13M<0.1%+23+0.4%AddedHolders
Q3 20226,403$1.84M<0.1%−42−0.7%ReducedHolders
Q2 20226,445$1.98M<0.1%+25+0.4%AddedHolders
Q1 20226,420$2.23M0.1%+99+1.6%AddedHolders
Q4 20216,321$2.30M0.1%+470+8.0%AddedHolders
Q3 20215,851$1.98M<0.1%+305+5.5%AddedHolders
Q2 20215,546$1.91M0.1%−1,594−22.3%ReducedHolders
Q1 20217,140$2.36M0.1%––Holders

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