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Baker Avenue Asset Management, LP

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1432529 SAN FRANCISCO, CA

Position in DIA

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$147,313
+$147,313 QoQ
Shares Held
282
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,288
of 1,432 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority Sole 45% Shared 0% None 55%

Common Shares in DIA Over Time

Shares Held

Position Value (USD)

Derivatives in DIA

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$9,141,825
PutShares
17,500

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
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $147,313 282
2026-06-30 $9,141,825 17,500
2025-09-30 $63,420 97,000
2025-06-30 $24,500 50,000
2024-12-31 $597,500 150,000
2024-09-30 $257,775 132,500
2024-06-30 $40,320 42,000
2024-03-31 $25,058,880 63,000
2023-09-30 $79,718 238
2023-09-30 $14,067,900 42,000
2023-06-30 $47,451,300 138,000
2023-06-30 $81,836 238
2023-03-31 $39,914,400 120,000
2023-03-31 $79,163 238
2022-12-31 $97,411 294
2022-12-31 $24,518,420 74,000
2021-03-31 $99,054 300
2021-03-31 $45,234,660 137,000