Atria Investments, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1535865
Charlotte, NC
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$59,563,952
+$6,308,219 QoQ
Shares Held
114,022
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#40
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)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,563,952 | 114,022 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $53,255,733 | 114,976 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $55,362,625 | 115,202 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $53,140,430 | 114,591 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $51,351,147 | 116,535 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $48,313,912 | 115,066 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $49,621,384 | 116,619 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $49,583,740 | 117,186 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $45,863,512 | 117,259 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $47,017,618 | 118,206 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $45,775,760 | 121,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,129,850 | 122,794 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $34,116,109 | 99,218 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $42,214,467 | 126,915 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $38,554,552 | 116,363 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $33,906,858 | 118,019 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $34,257,287 | 111,290 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $43,671,099 | 125,915 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $44,272,358 | 121,855 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $37,615,479 | 111,193 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $36,103,501 | 104,663 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $27,077,401 | 82,008 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,820,723 | 48,467 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,809,237 | 31,745 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,438,200 | 17,211 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $2,788,824 | 12,721 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||