MISSION WEALTH MANAGEMENT, LP
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1645382
Santa Barbara, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,038,220
+$1,075,221 QoQ
Shares Held
5,816
+37.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#327
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $3,038,220 | 5,816 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,962,999 | 4,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,989,559 | 4,140 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,919,419 | 4,139 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,940,622 | 4,404 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,793,727 | 4,272 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,987,085 | 4,670 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,029,283 | 4,796 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,758,911 | 4,497 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,122,049 | 5,335 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,698,176 | 4,506 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,379,994 | 4,120 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,520,160 | 4,421 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,450,555 | 4,361 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,444,598 | 4,360 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,252,340 | 4,359 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,320,547 | 4,290 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,359,226 | 3,919 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,422,761 | 3,916 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $971,568 | 2,872 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $982,072 | 2,847 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $810,591 | 2,455 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $750,714 | 2,455 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $729,825 | 2,630 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $678,198 | 2,630 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $576,574 | 2,630 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||