Global Retirement Partners, LLC
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1749744
San Rafael, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,045,679
+$186,354 QoQ
Shares Held
3,916
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#403
of 1,432 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$13,000
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,045,679 | 3,916 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,859,325 | 3,869 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,755,719 | 3,786 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,644,505 | 3,732 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,560,308 | 3,667 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,140,140 | 5,058 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,419,530 | 6,186 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,545,664 | 6,400 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,377,672 | 6,309 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,982,569 | 5,919 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,945,159 | 5,657 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,962,790 | 5,901 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,456,149 | 7,413 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,010,525 | 6,998 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,686,545 | 5,479 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,978,665 | 5,705 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $719,204 | 2,126 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $733,018 | 2,125 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $13,000 | 10,000 | Put | Sole | 2021-04-14 | |
| 2021-03-31 | $705,594 | 2,137 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $297,533 | 973 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $305,527 | 1,101 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $318,469 | 1,235 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $228,876 | 1,044 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||