SEC 13F Intelligence

Csm Advisors, LLC / DIA

Csm Advisors, LLC’s State Str Spdr Dow Jones Ind Position

Does Csm Advisors, LLC own State Str Spdr Dow Jones Ind (DIA)? Not currently — the last reported position was 140.5K shares worth $60M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$60M
Q4 2024
Shares
140.5K
% of Portfolio
+1.64%
Quarters Held
3
position exited

Position History DIA

Reported value by quarter
Q2 ’23: $7MQ2 ’23Q3 ’24: $24MQ3 ’24Q4 ’24: $60MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024140.5K$60M+1.64%
Q3 202456.0K$24M+1.54%
Q2 202321.3K$7M+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Csm Advisors, LLC’s full portfolio or all institutional holders of DIA.