Sowell Financial Services LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1633697
NORTH LITTLE ROCK, AR
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,503,464
+$695,471 QoQ
Shares Held
16,278
-3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#185
of 1,432 holders
Holding Since
Mar 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,503,464 | 16,278 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,807,993 | 16,857 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,610,372 | 17,917 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,108,030 | 17,484 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,783,200 | 17,663 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,358,816 | 17,526 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,617,301 | 17,902 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,992,225 | 14,162 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,687,030 | 14,540 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,976,344 | 15,025 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,050,647 | 16,055 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,339,437 | 15,941 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,753,382 | 13,824 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,203,130 | 9,630 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $7,525,083 | 20,712 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,773,580 | 20,023 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,025,251 | 20,366 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,091,936 | 21,479 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,628,915 | 21,678 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,164,107 | 22,213 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,196,318 | 16,273 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,261,668 | 5,755 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||