Claro Advisors Inc.

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1764386 BOSTON, MA

Position in DIA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$801,346

+$113,973 QoQ

Shares Held

1,534

+3.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#666

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,346	1,534	+3.4%	Shares	Sole	2026-07-30
2026-03-31	$687,373	1,484	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$712,204	1,482	0.0%	Shares	Sole	2026-02-17
2025-09-30	$687,262	1,482	0.0%	Shares	Sole	2025-11-12
2025-06-30	$653,043	1,482	+7.5%	Shares	Sole	2025-08-05
2025-03-31	$579,014	1,379	+38.3%	Shares	Sole	2025-05-12
2024-12-31	$424,223	997	-0.4%	Shares	Sole	2025-01-13
2024-09-30	$423,543	1,001	-1.3%	Shares	Sole	2024-11-07
2024-06-30	$396,605	1,014	-0.6%	Shares	Sole	2024-07-31
2024-03-31	$405,715	1,020	-2.8%	Shares	Sole	2024-04-18
2023-12-31	$395,336	1,049	-18.1%	Shares	Sole	2024-01-22
2023-09-30	$429,070	1,281	-28.1%	Shares	Sole	2023-10-10
2023-06-30	$612,396	1,781	-3.7%	Shares	Sole	2023-08-08
2023-03-31	$615,014	1,849	-0.8%	Shares	Sole	2023-04-17
2022-12-31	$617,599	1,864	-9.2%	Shares	Sole	2023-03-13
2022-09-30	$589,826	2,053	0.0%	Shares	Sole	2022-11-18
2022-06-30	$631,954	2,053	+10.1%	Shares	Sole	2022-08-12
2022-03-31	$646,491	1,864	0.0%	Shares	Sole	2022-05-16
2021-12-31	$677,228	1,864	+1.6%	Shares	Sole	2022-02-14
2021-09-30	$620,423	1,834	+10.0%	Shares	Sole	2021-11-15
2021-06-30	$575,376	1,668	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$544,136	1,648	-0.6%	Shares	Sole	2021-05-17
2020-12-31	$506,999	1,658	0.0%	Shares	Sole	2021-02-12
2020-09-30	$460,095	1,658	-5.1%	Shares	Sole	2020-11-16
2020-06-30	$450,756	1,748	-9.8%	Shares	Sole	2020-08-14
2020-03-31	$424,867	1,938	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.