Capital Advisors, Ltd. LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1597878
SHAKER HEIGHTS, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,977,100
+$337,381 QoQ
Shares Held
5,699
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#333
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 | $2,977,100 | 5,699 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,639,719 | 5,699 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,738,768 | 5,699 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,642,854 | 5,699 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,511,264 | 5,699 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,392,896 | 5,699 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,424,924 | 5,699 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,411,360 | 5,699 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,229,049 | 5,699 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,275,187 | 5,720 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,155,696 | 5,720 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,915,914 | 5,720 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,966,822 | 5,720 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,902,586 | 5,720 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,895,207 | 5,720 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,643,068 | 5,719 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,760,422 | 5,719 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,983,520 | 5,719 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,077,827 | 5,719 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,934,680 | 5,719 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,972,769 | 5,719 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,888,299 | 5,719 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,748,813 | 5,719 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,587,022 | 5,719 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,474,758 | 5,719 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,249,391 | 5,699 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||