BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1352860
BLUE BELL, PA
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,614,442
+$1,132,480 QoQ
Shares Held
20,319
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#153
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,614,442 | 20,319 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,481,962 | 20,471 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,420,066 | 17,521 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,158,577 | 17,593 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,744,864 | 17,576 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,838,165 | 16,286 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,716,517 | 15,785 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,682,757 | 15,794 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,205,277 | 15,865 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,341,089 | 15,942 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,053,662 | 16,063 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,424,180 | 16,194 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,610,944 | 16,318 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,456,631 | 16,405 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,468,270 | 16,504 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,808,827 | 16,738 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,167,374 | 16,787 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,802,119 | 16,729 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,319,588 | 17,394 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,002,956 | 17,745 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,190,127 | 17,945 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,535,913 | 19,795 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,975,442 | 19,541 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $5,483,955 | 19,762 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,063,535 | 19,636 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $4,484,130 | 20,454 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||