UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1463217
IRVING, TX
Position in DIA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,276,806
+$485,596 QoQ
Shares Held
8,187
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#277
of 1,431 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,806 | 8,187 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,791,210 | 8,185 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,917,126 | 8,151 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,297,080 | 2,797 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,235,141 | 2,803 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,198,337 | 2,854 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $662,078 | 1,556 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $875,858 | 2,070 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $809,247 | 2,069 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $841,262 | 2,115 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $937,652 | 2,488 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,343,149 | 4,010 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,340,327 | 3,898 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,527,391 | 4,592 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,823,308 | 5,503 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,637,322 | 5,699 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,347,020 | 4,376 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,569,058 | 4,524 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,983,947 | 8,213 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,817,279 | 8,328 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,947,597 | 8,545 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,714,194 | 11,249 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,115,694 | 10,189 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $3,747,637 | 13,505 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,508,321 | 13,605 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,050,804 | 13,916 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||