Spdr Dow Jones Industrial Average Etf Trust

Beta Wealth Group, Inc. DIA

Report date

3/31/2026

Quarter

2026 Q1

Filed

5/7/2026

Shares

7,984

Value ($000)

3,698

Weight

1.5%

2025 Q3 - 2026 Q1 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	5/7/2026	3,698	1.5%	7,984	3/31/2026
2025 Q4	2/13/2026	3,338	1.3%	6,946	12/31/2025
2025 Q3	11/7/2025	3,257	1.3%	7,024	9/30/2025