Capital Wealth Planning, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1566728
NAPLES, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,187,564
-$516,675 QoQ
Shares Held
13,759
-17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#205
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | $7,187,564 | 13,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,704,239 | 16,633 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,533,279 | 71,859 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $215,005,166 | 463,633 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,971,964 | 15,822 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,347,522 | 24,644 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $42,033,017 | 98,785 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,853,195 | 23,287 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,325,832 | 26,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,552,572 | 26,530 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $73,583,867 | 195,250 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,328,022 | 27,849 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,795,683 | 25,580 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,563,634 | 25,746 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $46,091,647 | 139,111 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,831,679 | 44,663 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,217,991 | 39,692 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,083,130 | 26,189 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $35,159,566 | 96,773 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,032,048 | 17,831 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,052,137 | 14,646 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,524,026 | 19,759 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,819,556 | 15,761 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,448,215 | 12,426 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,861,841 | 11,098 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,983,847 | 18,172 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||