EXCALIBUR MANAGEMENT CORP
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1009003
WALTHAM, MA
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$319,702
+$36,230 QoQ
Shares Held
612
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,033
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,702 | 612 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $283,472 | 612 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $294,108 | 612 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $283,808 | 612 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $269,677 | 612 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $256,966 | 612 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $260,406 | 612 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||