Successful Portfolios LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1721780
CLEARWATER, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$522,390
+$59,200 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#837
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 | $522,390 | 1,000 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $463,190 | 1,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,345,596 | 2,800 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $463,740 | 1,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $440,650 | 1,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $419,880 | 1,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $425,500 | 1,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $423,120 | 1,000 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $391,130 | 1,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $397,760 | 1,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $376,870 | 1,000 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $334,950 | 1,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $343,850 | 1,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $335,613 | 1,009 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $334,311 | 1,009 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $298,504 | 1,039 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $319,824 | 1,039 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $360,356 | 1,039 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $377,489 | 1,039 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $351,483 | 1,039 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $358,403 | 1,039 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $343,057 | 1,039 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $317,715 | 1,039 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $288,322 | 1,039 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $267,926 | 1,039 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $227,779 | 1,039 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||