Capital Analysts, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1624758 FORT WASHINGTON, PA

Position in DIA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$108,656

-$9,920 QoQ

Shares Held

208

-18.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,306

of 1,431 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,656	208	-18.8%	Shares	Defined	2026-08-05
2026-03-31	$118,576	256	-18.7%	Shares	Defined	2026-05-14
2025-09-30	$146,078	315	-6.8%	Shares	Defined	2025-11-14
2025-06-30	$148,938	338	+0.3%	Shares	Defined	2025-08-13
2025-03-31	$141,498	337	-25.1%	Shares	Defined	2025-05-14
2024-12-31	$191,474	450	+82.9%	Shares	Defined	2025-02-14
2024-09-30	$104,087	246	+11.8%	Shares	Defined	2024-11-13
2024-06-30	$86,048	220	0.0%	Shares	Defined	2024-08-14
2024-03-31	$87,506	220	+0.9%	Shares	Defined	2024-05-14
2023-12-31	$82,157	218	-7.6%	Shares	Defined	2024-01-30
2023-09-30	$79,047	236	+0.4%	Shares	Defined	2023-11-13
2023-06-30	$80,804	235	-0.8%	Shares	Defined	2023-08-11
2023-03-31	$78,830	237	+3.5%	Shares	Defined	2023-05-05
2022-12-31	$75,873	229	+16.2%	Shares	Defined	2023-02-08
2022-09-30	$56,597	197	+4.8%	Shares	Defined	2022-11-14
2022-06-30	$57,869	188	+2.2%	Shares	Defined	2022-08-12
2022-03-31	$63,816	184	+8.9%	Shares	Defined	2022-05-12
2021-12-31	$61,400	169	0.0%	Shares	Defined	2022-02-10
2021-09-30	$57,170	169	+0.6%	Shares	Defined	2021-11-04
2021-03-31	$55,470	168	+31.2%	Shares	Defined	2021-05-17
2020-12-31	$39,141	128	0.0%	Shares	Sole	2021-02-16
2020-09-30	$35,520	128	-12.9%	Shares	Sole	2020-11-12
2020-03-31	$32,226	147	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.