Wellington Shields & Co., LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1506073
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$305,598
+$66,129 QoQ
Shares Held
585
+13.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,056
of 1,432 holders
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,598 | 585 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $239,469 | 517 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $239,804 | 499 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $183,907 | 438 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $181,688 | 427 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,787 | 432 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $168,968 | 432 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||