MinichMacGregor Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1744318
Saratoga Springs, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$250,747
+$28,416 QoQ
Shares Held
480
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,142
of 1,432 holders
Holding Since
Mar 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,747 | 480 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $222,331 | 480 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,037,550 | 2,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $923,770 | 1,992 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $877,774 | 1,992 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $836,820 | 1,993 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $919,080 | 2,160 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $203,097 | 480 | Shares | Sole | 2024-10-30 | |
| 2022-12-31 | $235,906 | 712 | Shares | Sole | 2023-01-09 | |
| 2020-03-31 | $308,456 | 1,407 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||