Curtis Advisory Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1664656
SANTA BARBARA, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,700,174
+$735,214 QoQ
Shares Held
12,826
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#211
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 | $6,700,174 | 12,826 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,964,960 | 12,878 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,198,872 | 12,899 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,981,782 | 12,899 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,948,775 | 13,500 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,193,230 | 14,750 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,322,930 | 14,860 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,334,106 | 14,970 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,855,216 | 14,970 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,238,038 | 18,197 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,139,048 | 18,943 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,020,886 | 20,961 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,608,193 | 16,310 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,398,422 | 16,230 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,486,493 | 16,559 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,809,114 | 16,739 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,191,384 | 16,865 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,842,698 | 16,846 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,149,917 | 16,927 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,726,234 | 16,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,838,968 | 16,927 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,691,312 | 17,237 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,859,003 | 15,890 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,409,475 | 15,890 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,000,099 | 19,390 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $16,988,132 | 77,490 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||