Sage Capital Advisors,llc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1714107
SIOUX FALLS, SD
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$786,196
+$90,948 QoQ
Shares Held
1,505
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#672
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | $786,196 | 1,505 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $695,248 | 1,501 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $718,452 | 1,495 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $690,508 | 1,489 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $661,856 | 1,502 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $628,560 | 1,497 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $688,459 | 1,618 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $682,069 | 1,612 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $628,545 | 1,607 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $636,813 | 1,601 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $601,107 | 1,595 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $531,900 | 1,588 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $543,970 | 1,582 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $498,930 | 1,500 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $495,007 | 1,494 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $427,215 | 1,487 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $455,573 | 1,480 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $511,227 | 1,474 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $534,443 | 1,471 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $494,579 | 1,462 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $503,282 | 1,459 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $479,421 | 1,452 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $473,668 | 1,549 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $495,615 | 1,786 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $428,064 | 1,660 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $362,606 | 1,654 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||