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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by AE Wealth Management 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)
7,913
Value
$4.13M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,913$4.13M<0.1%−5,998−43.1%ReducedHolders
Q1 202613,911$6.44M<0.1%−1,986−12.5%ReducedHolders
Q4 202515,897$7.64M<0.1%+2,744+20.9%AddedHolders
Q3 202513,153$6.10M<0.1%−6,452−32.9%ReducedHolders
Q2 202519,605$8.64M0.1%+8,643+78.8%AddedHolders
Q1 202510,962$4.60M<0.1%−17,383−61.3%ReducedHolders
Q4 202428,345$12.1M0.1%+17,098+152.0%AddedHolders
Q3 202411,247$4.76M<0.1%−572−4.8%ReducedHolders
Q2 202411,819$4.62M<0.1%−7,346−38.3%ReducedHolders
Q1 202419,165$7.62M0.1%−154,004−88.9%ReducedHolders
Q4 2023173,169$66.0M0.3%+20,421+13.4%AddedHolders
Q3 2023152,748$51.2M0.3%−13,708−8.2%ReducedHolders
Q2 2023166,456$57.2M0.3%+52,397+45.9%AddedHolders
Q1 2023114,059$37.9M0.2%−20,253−15.1%ReducedHolders
Q4 2022134,312$44.5M0.3%+12,486+10.2%AddedHolders
Q3 2022121,826$35.0M0.3%−16,163−11.7%ReducedHolders
Q2 2022137,989$42.5M0.3%−4,941−3.5%ReducedHolders
Q1 2022142,930$49.6M0.3%+15,516+12.2%AddedHolders
Q4 2021127,414$46.3M0.3%−16,531−11.5%ReducedHolders
Q3 2021143,945$48.7M0.4%−25,972−15.3%ReducedHolders
Q2 2021169,917$58.6M0.5%+52,373+44.6%AddedHolders
Q1 2021117,544$38.8M0.4%––Holders

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