Gladstone Institutional Advisory LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1766530
Bedminster, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,300,631
+$1,090,589 QoQ
Shares Held
17,804
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#166
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,300,631 | 17,804 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,210,042 | 17,725 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,309,055 | 17,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,267,556 | 17,828 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,926,852 | 17,989 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,262,664 | 17,297 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,888,845 | 16,190 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,379,212 | 17,440 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,678,153 | 17,074 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,785,387 | 17,059 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,254,157 | 16,595 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,495,524 | 16,407 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,865,393 | 17,058 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,466,609 | 16,435 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,566,012 | 16,799 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,920,587 | 17,127 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $5,072,873 | 16,480 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $5,349,852 | 15,425 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $5,160,597 | 14,204 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $4,670,093 | 13,805 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $4,519,534 | 13,102 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $3,409,768 | 10,327 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,553,413 | 5,080 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $1,036,185 | 3,734 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $813,064 | 3,153 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $675,009 | 3,079 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||