MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1607355
GLASTONBURY, CT
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,015
+$3,764 QoQ
Shares Held
90
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,343
of 1,432 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,015 | 90 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $43,251 | 90 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,736 | 90 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,658 | 90 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,789 | 90 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $102,120 | 240 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $101,548 | 240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $132,984 | 340 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $135,238 | 340 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $128,135 | 340 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,145 | 90 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,946 | 90 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,631 | 50 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,566 | 50 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,365 | 50 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $15,391 | 50 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,341 | 50 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,166 | 50 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,914 | 50 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,247 | 50 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,509 | 50 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $15,289 | 50 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,875 | 50 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,893 | 50 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $21,923 | 100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||