Tortoise Investment Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1599511
WHITE PLAINS, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,879,122
+$540,422 QoQ
Shares Held
9,340
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#258
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 | $4,879,122 | 9,340 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,338,700 | 9,367 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,907,580 | 10,212 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,823,823 | 10,402 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,627,706 | 10,502 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,590,128 | 10,932 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $4,736,666 | 11,132 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $4,789,295 | 11,319 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $4,447,930 | 11,372 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $4,539,237 | 11,412 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $4,368,677 | 11,592 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $3,931,643 | 11,738 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $4,076,685 | 11,856 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,951,192 | 11,879 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,945,146 | 11,907 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,607,338 | 12,556 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,873,914 | 12,585 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,421,735 | 12,749 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,647,226 | 12,791 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,471,178 | 13,217 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,588,869 | 13,303 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,376,535 | 13,255 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,573,089 | 14,955 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,760,512 | 17,155 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,379,406 | 16,983 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,935,836 | 17,953 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||