GREAT VALLEY ADVISOR GROUP, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1769897
WILMINGTON, DE
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,360,534
+$655,968 QoQ
Shares Held
6,433
+10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#315
of 1,431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $3,360,534 | 6,433 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,704,566 | 5,839 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,368,729 | 4,929 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,288,093 | 4,934 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,148,168 | 4,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,668,071 | 8,736 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,597,177 | 8,454 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $3,773,807 | 8,919 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,923,816 | 10,032 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,820,484 | 9,605 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,399,580 | 11,674 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,120,554 | 12,302 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,248,350 | 9,447 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,163,548 | 9,511 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,042,272 | 9,182 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,202,820 | 11,148 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $9,082,229 | 29,505 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,694,067 | 33,717 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,412,091 | 20,401 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,512,479 | 7,427 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,342,900 | 6,792 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,182,489 | 6,610 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,620,992 | 5,301 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,447,995 | 5,218 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $460,297 | 1,785 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $687,286 | 3,135 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||