Strategic Wealth Partners, Ltd.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1720777
INDEPENDENCE, OH
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$658,733
-$342,220 QoQ
Shares Held
1,261
-41.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#739
of 1,432 holders
Holding Since
Dec 2021
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,733 | 1,261 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,000,953 | 2,161 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $288,822 | 601 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $309,314 | 667 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,048 | 690 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $356,569 | 838 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $396,463 | 937 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $366,488 | 937 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $339,687 | 854 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $216,027 | 652 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $354,240 | 1,233 | Shares | Sole | 2023-04-24 | |
| 2022-03-31 | $201,855 | 582 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $211,452 | 582 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||