WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1632972
PLYMOUTH, MN
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$34,617,740
+$4,044,885 QoQ
Shares Held
66,268
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#62
of 1,432 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,631,900
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,617,740 | 66,268 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,572,855 | 66,005 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $4,631,900 | 10,000 | Put | Sole | 2026-04-08 | |
| 2025-12-31 | $47,651,879 | 99,157 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $52,566,320 | 113,353 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $51,378,027 | 116,596 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $45,135,420 | 107,496 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $43,158,890 | 101,431 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $55,344 | 10,500 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $41,753,481 | 98,680 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $97,402 | 3,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $39,140,770 | 100,071 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $18,968 | 600 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $579 | 100 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $14,744,167 | 37,068 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $3,840 | 6,000 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $3,300 | 15,000 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $14,428,844 | 38,286 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $14,580,373 | 43,530 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,512 | 746 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $243,477 | 732 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||