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FLAGSHIP HARBOR ADVISORS, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1691766 BOSTON, MA

Position in DIA

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$1,384,333
+$165,217 QoQ
Shares Held
2,650
+0.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#513
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)

Derivatives in DIA

reported options exposure · as of Jun 30, 2021
CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
20,000

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
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,384,333 2,650
2026-03-31 $1,219,116 2,632
2025-12-31 $1,197,580 2,492
2025-09-30 $1,161,204 2,504
2025-06-30 $1,109,556 2,518
2025-03-31 $1,059,357 2,523
2024-12-31 $1,094,386 2,572
2024-09-30 $1,130,999 2,673
2024-06-30 $1,322,410 3,381
2024-03-31 $1,310,619 3,295
2023-12-31 $1,303,970 3,460
2023-09-30 $1,146,198 3,422
2023-06-30 $1,135,392 3,302
2023-03-31 $4,698,257 14,125
2022-12-31 $1,150,709 3,473
2022-09-30 $7,899,026 27,494
2022-06-30 $1,067,211 3,467
2022-03-31 $1,251,015 3,607
2021-12-31 $1,349,733 3,715
2021-09-30 $2,175,542 6,431
2021-06-30 $2,218,373 6,431
2021-06-30 $1,000 20,000
2021-03-31 $1,313,125 3,977
2020-12-31 $1,232,333 4,030
2020-09-30 $1,291,762 4,655
2020-06-30 $1,263,047 4,898
2020-03-31 $1,103,165 5,032