Florida Trust Wealth Management Co
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1651023
SANIBEL, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,199,929
+$178,596 QoQ
Shares Held
2,297
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#544
of 1,432 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,929 | 2,297 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $1,021,333 | 2,205 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,059,656 | 2,205 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,028,574 | 2,218 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $977,361 | 2,218 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $872,090 | 2,077 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $883,763 | 2,077 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $878,819 | 2,077 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $812,376 | 2,077 | Shares | Defined | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||