Institute for Wealth Management, LLC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1533954
DENVER, CO
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$508,807
-$3,141,593 QoQ
Shares Held
974
-87.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#852
of 1,432 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)
Derivatives in DIA
reported options exposure · as of Jun 30, 2023CallValue
$515,775
CallShares
1,500
PutValue
$0
PutShares
0
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
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,807 | 974 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,650,400 | 7,881 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $569,475 | 1,185 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $593,587 | 1,280 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $519,085 | 1,178 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $448,851 | 1,069 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $454,434 | 1,068 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $450,622 | 1,065 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $416,162 | 1,064 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,321,358 | 3,322 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,373,314 | 3,644 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,219,887 | 3,642 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $515,775 | 1,500 | Call | Sole | 2023-07-25 | |
| 2023-06-30 | $1,458,267 | 4,241 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,177,142 | 3,539 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,243,150 | 3,752 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $908,155 | 3,161 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,588,043 | 5,159 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,095,635 | 3,159 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $776,414 | 2,137 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $169,145 | 500 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $713,453 | 2,109 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $566,752 | 1,643 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $493,949 | 1,496 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $531,768 | 1,739 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $457,042 | 1,647 | Shares | Sole | 2020-11-03 | |
| 2020-09-30 | $416,250 | 1,500 | Call | Sole | 2020-11-03 | |
| 2020-06-30 | $910,538 | 3,531 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $153,461 | 700 | Call | Sole | 2020-04-29 | |
| 2020-03-31 | $297,275 | 1,356 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||