USA FINANCIAL FORMULAS

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1633716 ADA, MI

Position in DIA

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$619,285

-$62,643 QoQ

Shares Held

1,337

-5.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$619,285	1,337	-5.8%	Shares	Sole	2026-04-14
2025-12-31	$681,928	1,419	-5.5%	Shares	Sole	2026-01-14
2025-09-30	$696,073	1,501	-86.7%	Shares	Sole	2025-10-10
2025-06-30	$4,990,801	11,326	-96.1%	Shares	Sole	2025-07-18
2025-03-31	$122,028,044	290,626	+53.4%	Shares	Sole	2025-04-15
2024-12-31	$80,608,422	189,444	+7978.6%	Shares	Sole	2025-01-14
2024-09-30	$992,216	2,345	-11.3%	Shares	Sole	2024-10-08
2024-06-30	$1,034,147	2,644	-98.5%	Shares	Sole	2024-07-12
2024-03-31	$71,474,289	179,692	+5954.3%	Shares	Sole	2024-04-30
2023-12-31	$1,118,550	2,968	+157.9%	Shares	Sole	2024-02-07
2023-09-30	$385,527	1,151	-10.7%	Shares	Sole	2023-11-27
2023-06-30	$443,222	1,289	-20.6%	Shares	Sole	2023-11-27
2023-03-31	$540,174	1,624	+14663.6%	Shares	Sole	2023-11-27
2022-09-30	$3,160	11	0.0%	Shares	Sole	2022-10-24
2022-06-30	$3,386	11	0.0%	Shares	Sole	2022-08-15
2022-03-31	$3,815	11	-99.2%	Shares	Sole	2022-08-16
2021-12-31	$476,312	1,311	+12.8%	Shares	Sole	2022-02-10
2021-09-30	$393,092	1,162	+29.8%	Shares	Sole	2021-11-08
2021-06-30	$308,730	895	-13.1%	Shares	Sole	2021-07-29
2021-03-31	$340,085	1,030	-1.3%	Shares	Sole	2021-05-06
2020-12-31	$319,244	1,044	-41.7%	Shares	Sole	2021-01-29
2020-09-30	$497,002	1,791	+4613.2%	Shares	Sole	2020-10-09
2020-06-30	$9,799	38	0.0%	Shares	Sole	2020-08-11
2020-03-31	$8,330	38	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.