Steward Partners Investment Advisory, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1723397
STAMFORD, CT
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,220,433
+$7,420,206 QoQ
Shares Held
69,336
+11.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#61
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)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,220,433 | 69,336 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,800,227 | 62,178 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,404,918 | 54,945 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,503,713 | 67,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,177,749 | 52,599 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,559,955 | 44,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,176,460 | 70,920 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,968,725 | 47,194 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,302,808 | 44,238 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,347,506 | 43,613 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,908,600 | 39,559 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,168,224 | 39,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,339,316 | 38,794 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,883,037 | 38,732 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,580,600 | 37,970 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,911,366 | 37,979 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,895,302 | 45,141 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,786,918 | 48,401 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,103,948 | 55,334 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,665,489 | 55,176 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,128,857 | 55,454 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,724,523 | 65,796 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $27,603,051 | 90,268 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $23,828,925 | 85,870 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $23,522,643 | 91,219 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,656,098 | 16,677 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||