Cooper Financial Group
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1751581
IRVINE, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$206,866
-$144,573 QoQ
Shares Held
396
-52.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,244
of 1,432 holders
Holding Since
Sep 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,866 | 396 | Shares | Sole | 2026-07-08 | |
| 2025-03-31 | $351,439 | 837 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $359,973 | 846 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $353,305 | 835 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326,202 | 834 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $315,423 | 793 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $278,130 | 738 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $226,761 | 677 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $361,890 | 1,088 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $359,493 | 1,085 | Shares | Sole | 2023-01-13 | |
| 2021-09-30 | $388,695 | 1,149 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $392,898 | 1,139 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $382,678 | 1,159 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $404,254 | 1,322 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $203,962 | 735 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||