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RFG Advisory, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1633387 BIRMINGHAM, AL

Position in DIA

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$6,344,426
+$2,760,262 QoQ
Shares Held
12,145
+57.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#222
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

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
2026-06-30 $6,344,426 12,145
2026-03-31 $3,584,164 7,738
2025-12-31 $3,754,693 7,813
2025-09-30 $2,779,657 5,994
2025-06-30 $3,270,504 7,422
2025-03-31 $3,699,142 8,810
2024-12-31 $2,246,214 5,279
2024-09-30 $1,680,209 3,971
2024-06-30 $3,792,396 9,696
2024-03-31 $6,374,899 16,027
2023-12-31 $7,345,573 19,491
2023-09-30 $4,449,810 13,285
2023-06-30 $4,608,965 13,404
2023-03-31 $4,731,519 14,225
2022-12-31 $4,693,620 14,166
2022-09-30 $4,239,398 14,756
2022-06-30 $4,392,283 14,269
2022-03-31 $1,631,488 4,704
2021-12-31 $1,734,489 4,774
2021-09-30 $2,476,282 7,320
2021-06-30 $2,294,607 6,652
2021-03-31 $903,702 2,737
2020-12-31 $629,621 2,059
2020-09-30 $408,757 1,473
2020-06-30 $342,193 1,327
2020-03-31 $306,702 1,399