Wealthcare Advisory Partners LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1683059
WEST CHESTER, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,182,690
-$307,392 QoQ
Shares Held
2,264
-29.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#548
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 | $1,182,690 | 2,264 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,490,082 | 3,217 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,346,076 | 2,801 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,328,151 | 2,864 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,157,863 | 4,897 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,563,213 | 3,723 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,020,274 | 4,748 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,644,244 | 3,886 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,763,214 | 4,508 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,061,590 | 5,183 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,055,612 | 2,801 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $962,646 | 2,874 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $947,306 | 2,755 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $934,329 | 2,809 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $972,453 | 2,935 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $950,675 | 3,309 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,260,215 | 4,094 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,536,803 | 4,431 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,866,374 | 5,137 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,768,580 | 5,228 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,503,292 | 4,358 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,327,323 | 4,020 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,068,736 | 3,495 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $450,937 | 1,625 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $294,229 | 1,141 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $187,222 | 854 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||