Strategic Investment Advisors / MI
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1760540
FARMINGTON HILLS, MI
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$188,582
+$46,383 QoQ
Shares Held
361
+17.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,271
of 1,432 holders
Holding Since
Jun 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,582 | 361 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $142,199 | 307 | Shares | Sole | 2026-05-18 | |
| 2023-12-31 | $255,140 | 677 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $216,377 | 646 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $202,527 | 589 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||