LEVEL FOUR ADVISORY SERVICES, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1696715
DALLAS, TX
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,191,802
+$759,129 QoQ
Shares Held
6,110
+16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#321
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $3,191,802 | 6,110 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,432,673 | 5,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,183,229 | 4,543 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,883,711 | 4,062 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,689,452 | 3,834 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,695,895 | 4,039 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,691,362 | 3,975 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,680,632 | 3,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,663,084 | 4,252 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,236,573 | 8,137 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,066,591 | 8,137 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,424,877 | 4,254 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,217,832 | 6,450 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,155,044 | 6,479 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,385,907 | 7,201 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $645,850 | 2,248 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $687,362 | 2,233 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $843,490 | 2,432 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,291,602 | 3,555 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $910,676 | 2,692 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,694,739 | 4,913 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,608,306 | 4,871 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,646,067 | 5,383 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,409,145 | 5,078 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,425,763 | 5,529 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $920,546 | 4,199 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||