Cypress Wealth Services, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1721527
PALM DESERT, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,257,915
+$61,496 QoQ
Shares Held
2,408
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#536
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 Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,044,232
PutShares
3,763
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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,915 | 2,408 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,196,419 | 2,583 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,240,831 | 2,582 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $872,294 | 1,881 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $814,321 | 1,848 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $774,258 | 1,844 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $758,666 | 1,783 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $678,684 | 1,604 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $627,372 | 1,604 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $763,301 | 1,919 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $587,540 | 1,559 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $522,187 | 1,559 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $536,062 | 1,559 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $518,554 | 1,559 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $516,543 | 1,559 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $447,900 | 1,559 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $410,939 | 1,335 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $463,018 | 1,335 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $485,032 | 1,335 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $451,617 | 1,335 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $460,508 | 1,335 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,018,605 | 3,085 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,150,687 | 3,763 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,044,232 | 3,763 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $998,988 | 3,874 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $860,258 | 3,924 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||