Principle Wealth Partners LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1743413
MADISON, CT
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$229,851
+$26,048 QoQ
Shares Held
440
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,178
of 1,432 holders
Holding Since
Jun 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,851 | 440 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $203,803 | 440 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $259,507 | 540 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $293,083 | 632 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $237,951 | 540 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $226,735 | 540 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $229,770 | 540 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $228,484 | 540 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $211,210 | 540 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $200,868 | 505 | Shares | Sole | 2024-04-23 | |
| 2020-06-30 | $64,467 | 250 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||