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Lido Advisors, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1650150 Los Angeles, CA

Position in DIA

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$11,770,491
+$3,158,401 QoQ
Shares Held
22,532
+21.2% QoQ
Ownership
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#145
of 1,432 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 30% Shared 0% None 70%

Common Shares in DIA Over Time

Shares Held

Position Value (USD)

Derivatives in DIA

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$783,585
PutShares
1,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in DIA

Export CSV
37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $783,585 1,500
2026-06-30 $11,770,491 22,532
2026-03-31 $1,389,570 3,000
2026-03-31 $8,612,090 18,593
2025-12-31 $1,441,710 3,000
2025-12-31 $8,792,988 18,297
2025-09-30 $8,039,396 17,336
2025-09-30 $1,391,220 3,000
2025-06-30 $1,321,950 3,000
2025-06-30 $220,325 500
2025-06-30 $5,929,826 13,457
2025-03-31 $797,772 1,900
2025-03-31 $2,862,741 6,818
2024-12-31 $5,504,693 12,937
2024-12-31 $212,750 500
2024-09-30 $6,020,150 14,228
2024-06-30 $5,296,681 13,542
2024-03-31 $6,144,198 15,447
2023-12-31 $4,961,116 13,164
2023-09-30 $5,411,787 16,157
2023-06-30 $1,445,888 4,205
2023-03-31 $1,236,680 3,718
2022-12-31 $1,455,201 4,392
2022-09-30 $1,753,104 6,102
2022-06-30 $1,985,746 6,451
2022-03-31 $2,107,685 6,077
2021-12-31 $968,611 2,666
2021-09-30 $236,803 700
2021-09-30 $910,676 2,692
2021-06-30 $753,025 2,183
2021-06-30 $241,465 700
2021-03-31 $231,126 700
2021-03-31 $580,126 1,757
2020-12-31 $448,899 1,468
2020-09-30 $335,220 1,208
2020-06-30 $1,005,693 3,900
2020-06-30 $298,613 1,158