Crewe Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1730033
SALT LAKE CITY, UT
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$491,568
+$55,707 QoQ
Shares Held
941
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#863
of 1,431 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 | $491,568 | 941 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $435,861 | 941 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $455,099 | 947 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $528,663 | 1,140 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $434,480 | 986 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $445,912 | 1,062 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $451,881 | 1,062 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $449,353 | 1,062 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $414,988 | 1,061 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $422,023 | 1,061 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $399,859 | 1,061 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $355,381 | 1,061 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $364,824 | 1,061 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $352,909 | 1,061 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $351,541 | 1,061 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $225,817 | 786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,946 | 786 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $272,608 | 786 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $285,569 | 786 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $265,895 | 786 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $271,130 | 786 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $259,521 | 786 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $240,350 | 786 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $218,115 | 786 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $202,685 | 786 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $172,314 | 786 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||