Destination Wealth Management
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1278573
WALNUT CREEK, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,255
+$67,240 QoQ
Shares Held
1,128
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#789
of 1,431 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Dec 31, 2025CallValue
$30,356
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,255 | 1,128 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $522,015 | 1,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,356 | 500 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $541,602 | 1,127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $694,682 | 1,498 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $659,653 | 1,497 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $628,560 | 1,497 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $637,399 | 1,498 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $633,410 | 1,497 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $597,255 | 1,527 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $594,253 | 1,494 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $675,727 | 1,793 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $499,745 | 1,492 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $656,753 | 1,910 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $634,971 | 1,909 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $632,177 | 1,908 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $401,645 | 1,398 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $237,637 | 772 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $267,405 | 771 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $247,784 | 682 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||