Plante Moran Financial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1424717
SOUTHFIELD, MI
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$286,269
-$61,123 QoQ
Shares Held
548
-26.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,087
of 1,432 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,269 | 548 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $347,392 | 750 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $263,832 | 549 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $265,723 | 573 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $250,729 | 569 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $238,911 | 569 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $242,109 | 569 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $136,244 | 322 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $125,943 | 322 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $128,078 | 322 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $121,352 | 322 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $107,853 | 322 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $110,719 | 322 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $107,103 | 322 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $73,555 | 222 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $63,780 | 222 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $68,336 | 222 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $76,996 | 222 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $95,916 | 264 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $126,520 | 374 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $35,184 | 102 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $48,536 | 147 | Shares | Sole | 2021-05-13 | |
| 2020-03-31 | $21,923 | 100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||