NewEdge Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1633516
NEW ORLEANS, LA
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$44,562,478
+$17,389,437 QoQ
Shares Held
85,305
+45.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#55
of 1,432 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
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 | $44,562,478 | 85,305 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,173,041 | 58,665 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $31,686,863 | 65,936 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $34,821,309 | 75,088 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $29,130,049 | 66,107 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,492,594 | 60,714 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,159,815 | 59,130 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,144,073 | 57,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,378,264 | 52,101 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $22,256,263 | 55,954 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,051,909 | 50,553 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,802,793 | 38,223 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,489,403 | 33,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,285,940 | 30,924 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,847,928 | 20,668 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,464,354 | 15,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,007,294 | 6,521 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $2,070,197 | 5,698 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $510,140 | 1,508 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $279,409 | 810 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $271,738 | 823 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $566,628 | 1,853 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $489,787 | 1,765 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $312,280 | 1,211 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $206,295 | 941 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||