Baltimore-Washington Financial Advisors, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1555486
Columbia, MD
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$278,433
+$31,553 QoQ
Shares Held
533
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,097
of 1,431 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,433 | 533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $246,880 | 533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $256,143 | 533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,839 | 556 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $245,001 | 556 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $804,070 | 1,915 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||