IFP Advisors, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1641866
TAMPA, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,716,804
+$291,051 QoQ
Shares Held
7,115
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#300
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,716,804 | 7,115 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,425,753 | 7,396 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,221,741 | 6,704 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,212,790 | 6,928 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,133,242 | 16,188 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,591,164 | 20,461 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,508,448 | 15,296 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,623,273 | 25,107 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $18,649,860 | 47,682 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $16,836,385 | 42,328 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $16,639,564 | 44,152 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,317,317 | 21,846 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,062,679 | 20,540 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,385,362 | 4,165 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,271 | 7,526 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $833,170 | 2,900 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $788,327 | 2,561 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $10,038,647 | 28,944 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $420,361 | 1,157 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,331,494 | 6,892 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,108,324 | 3,213 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $381,357 | 1,155 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $387,741 | 1,268 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,650,570 | 5,948 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $359,470 | 1,394 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,461,952 | 11,230 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||