Sequoia Financial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1599900
Akron, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,369,184
+$156,090 QoQ
Shares Held
2,621
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#516
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 | $1,369,184 | 2,621 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,213,094 | 2,619 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,210,075 | 2,518 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,325,368 | 2,858 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,188,433 | 2,697 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,126,957 | 2,684 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,106,300 | 2,600 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,136,500 | 2,686 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,195,293 | 3,056 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,240,215 | 3,118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,355,224 | 3,596 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $817,612 | 2,441 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $910,858 | 2,649 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $929,007 | 2,793 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $918,446 | 2,772 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $795,246 | 2,768 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $881,904 | 2,865 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $989,852 | 2,854 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,169,527 | 3,219 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $270,632 | 800 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $893,420 | 2,590 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $671,586 | 2,034 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $621,976 | 2,034 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $564,435 | 2,034 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $532,243 | 2,064 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $444,817 | 2,029 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||