Avior Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1599868
OMAHA, NE
Position in DIA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$368,807
+$41,795 QoQ
Shares Held
706
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#972
of 1,434 holders
Holding Since
Jun 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,807 | 706 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $327,012 | 706 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $74,462 | 175 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $72,353 | 171 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $50,846 | 130 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $58,868 | 148 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $46,731 | 124 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $41,533 | 124 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $28,539 | 83 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $27,607 | 83 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $32,801 | 99 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,442 | 99 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $26,164 | 85 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $34,683 | 100 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,332 | 100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,665 | 67 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $23,111 | 67 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $22,122 | 67 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $20,487 | 67 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $18,592 | 67 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $17,277 | 67 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||