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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by XML Financial, 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)
3,165
Value
$1.65M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,165$1.65M0.1%+10.0%AddedHolders
Q1 20263,164$1.47M0.1%−63−2.0%ReducedHolders
Q4 20253,227$1.55M0.1%−41−1.3%ReducedHolders
Q3 20253,268$1.52M0.1%+603+22.6%AddedHolders
Q2 20252,665$1.17M0.1%+194+7.9%AddedHolders
Q1 20252,471$1.04M0.1%+268+12.2%AddedHolders
Q4 20242,203$937.4K0.1%−198−8.2%ReducedHolders
Q3 20242,401$1.02M0.1%+27+1.1%AddedHolders
Q2 20242,374$928.6K0.1%+266+12.6%AddedHolders
Q1 20242,108$838.4K0.1%+493+30.5%AddedHolders
Q4 20231,615$608.7K0.1%+833+106.5%AddedHolders
Q3 2023782$261.8K<0.1%+2+0.3%AddedHolders
Q2 2023780$268.3K<0.1%+19+2.5%AddedHolders
Q1 2023761$253.0K<0.1%+32+4.4%AddedHolders
Q4 2022729$241.7K<0.1%+1+0.1%AddedHolders
Q3 2022728$209.0K<0.1%+1+0.1%AddedHolders
Q2 2022727$224.0K0.1%+2+0.3%AddedHolders
Q1 2022725$252.0K<0.1%+1+0.1%AddedHolders
Q4 2021724$263.0K<0.1%+29+4.2%AddedHolders
Q3 2021695$235.0K<0.1%+1+0.1%AddedHolders
Q2 2021694$240.0K0.1%+1+0.1%AddedHolders
Q1 2021693$229.0K0.1%––Holders

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