Wellington Shields Capital Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1506071
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,179
-$14,715 QoQ
Shares Held
8
-82.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,410
of 1,432 holders
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,179 | 8 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $18,894 | 45 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,147 | 45 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,040 | 45 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,201 | 90 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||