J.W. COLE ADVISORS, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1404763
TAMPA, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,208,974
+$3,308,425 QoQ
Shares Held
48,257
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#78
of 1,432 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,208,974 | 48,257 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,900,549 | 47,282 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $22,138,898 | 46,068 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,366,356 | 46,074 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,198,624 | 32,222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,129,828 | 14,599 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,159,438 | 30,927 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,149,212 | 26,350 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,104,995 | 20,722 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,216,130 | 20,656 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,501,597 | 19,905 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,607,411 | 10,770 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,972,155 | 11,552 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,316,409 | 12,977 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,415,303 | 13,326 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,746,588 | 9,560 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,188,091 | 10,357 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,014,557 | 11,575 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $5,372,412 | 14,787 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,241,803 | 15,495 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,347,759 | 15,503 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,394,910 | 10,282 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,471,088 | 8,081 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,604,060 | 9,384 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,776,744 | 10,768 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||