Skip to main content

Clarity Wealth Advisors, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1767384 SAN JOSE, CA

Position in DIA

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$23,653,296
+$3,406,335 QoQ
Shares Held
45,279
+3.6% QoQ
Ownership
of shares outstanding
% of Portfolio
8.01%
of 13F equity value
Holder Rank
#80
of 1,432 holders
Holding Since
Jun 2020
25 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 Dec 31, 2022
CallValue
$331,330
CallShares
1,000
PutValue
$0
PutShares
0

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
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,653,296 45,279
2026-03-31 $20,246,961 43,712
2025-12-31 $19,754,790 41,107
2025-09-30 $18,167,478 39,176
2025-06-30 $16,307,575 37,008
2025-03-31 $14,474,523 34,473
2024-12-31 $13,353,892 31,384
2024-09-30 $11,892,210 28,106
2024-06-30 $9,793,504 25,039
2024-03-31 $9,280,934 23,333
2023-12-31 $7,513,657 19,937
2023-09-30 $4,332,243 12,934
2023-06-30 $3,719,425 10,817
2023-03-31 $2,953,665 8,880
2022-12-31 $331,330 1,000
2022-12-31 $2,132,439 6,436
2022-09-30 $1,121,619 3,904
2022-06-30 $993,950 3,229
2022-03-31 $941,643 2,715
2021-12-31 $892,313 2,456
2021-09-30 $725,632 2,145
2021-06-30 $626,429 1,816
2021-03-31 $456,969 1,384
2020-12-31 $361,137 1,181
2020-09-30 $338,550 1,220
2020-06-30 $257,354 998