Aptus Capital Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1664193
FAIRHOPE, AL
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,471,572
+$373,350 QoQ
Shares Held
2,817
+18.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#494
of 1,432 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,572 | 2,817 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,098,222 | 2,371 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,170,667 | 2,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,118,076 | 2,411 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,061,965 | 2,410 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,011,070 | 2,408 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,065,877 | 2,505 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $953,288 | 2,253 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $895,295 | 2,289 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,024,629 | 2,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $311,294 | 826 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $235,469 | 703 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $207,341 | 603 | Shares | Sole | 2023-08-11 | |
| 2020-09-30 | $2,491,950 | 8,980 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,393,033 | 9,280 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,977,454 | 9,020 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||