Connecticut Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1689829
FARMINGTON, CT
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,198,739
+$284,375 QoQ
Shares Held
4,209
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#379
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 | $2,198,739 | 4,209 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,914,364 | 4,133 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,863,650 | 3,878 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,798,383 | 3,878 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,708,840 | 3,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,628,294 | 3,878 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,606,262 | 3,775 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,609,971 | 3,805 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,488,249 | 3,805 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,522,227 | 3,827 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,443,788 | 3,831 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,283,193 | 3,831 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,268,806 | 3,690 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,226,702 | 3,688 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,284,897 | 3,878 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,076,800 | 3,748 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,153,709 | 3,748 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,299,918 | 3,748 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,361,723 | 3,748 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,267,910 | 3,748 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,292,872 | 3,748 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,237,514 | 3,748 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,146,100 | 3,748 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,235,152 | 4,451 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,239,581 | 4,807 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,116,757 | 5,094 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||