Creative Planning
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1540235
OVERLAND PARK, KS
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,836,262
+$7,769,102 QoQ
Shares Held
112,629
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#41
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 Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$2,873,000
PutShares
10,000
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 | $58,836,262 | 112,629 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $51,067,160 | 110,251 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $52,668,549 | 109,596 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,345,932 | 108,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,297,608 | 107,336 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $43,900,972 | 104,556 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $41,838,563 | 98,328 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,210,018 | 87,942 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $33,767,424 | 86,333 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $33,578,103 | 84,418 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,564,910 | 81,102 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,243,881 | 57,453 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $19,720,828 | 57,353 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $28,993,819 | 87,168 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,868,866 | 59,967 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,237,425 | 59,998 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $2,873,000 | 10,000 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $19,296,312 | 62,687 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,429,158 | 53,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,856,891 | 54,654 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,836,325 | 55,681 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,826,355 | 60,375 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,827,094 | 63,078 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $66,036 | 200 | Put | Sole | 2021-04-30 | |
| 2020-12-31 | $1,000 | 200 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $18,561,147 | 60,699 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $16,602,270 | 59,828 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,917,660 | 34,582 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,636,219 | 34,832 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $5,000 | 300 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||