Cornerstone Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1674117
ST. PETERS, MO
Position in DIA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,878,506
+$5,293,580 QoQ
Shares Held
38,053
+20.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#96
of 1,431 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$8,000
PutShares
300
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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,878,506 | 38,053 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,584,926 | 31,488 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,225,286 | 27,520 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,737,723 | 25,311 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,971,744 | 24,899 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,672,775 | 23,037 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $9,389,083 | 22,066 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,634,609 | 20,407 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,727,946 | 19,758 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,016,486 | 17,640 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,415,081 | 17,022 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,425,855 | 16,199 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,272,083 | 21,149 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,473,117 | 19,461 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $6,153,104 | 21,417 | Shares | Sole | 2022-10-14 | |
| 2022-09-30 | $8,000 | 300 | Put | Sole | 2022-10-14 | |
| 2022-06-30 | $6,846,840 | 22,243 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,280,655 | 20,992 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,320,534 | 20,149 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,536,101 | 19,321 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,312,929 | 18,301 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,896,354 | 17,858 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,063,882 | 16,560 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,393,935 | 15,834 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,991,549 | 11,601 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,842,408 | 8,404 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||