Sound View Wealth Advisors Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1784777
SAVANNAH, GA
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,036,764
+$1,572,349 QoQ
Shares Held
24,956
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#133
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
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 | $13,036,764 | 24,956 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,464,415 | 24,751 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,003,677 | 24,978 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $11,460,406 | 24,713 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,118,480 | 25,232 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,515,474 | 25,044 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,663,030 | 25,060 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,508,185 | 24,835 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,725,328 | 22,308 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,666,394 | 21,788 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,625,046 | 22,886 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,220,517 | 21,557 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,663,813 | 19,380 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,378,986 | 19,178 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,582,818 | 22,886 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $4,336,506 | 15,094 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,767,516 | 15,488 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,030,769 | 14,505 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,218,001 | 14,362 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,646,074 | 13,734 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,618,535 | 13,389 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,008,715 | 12,141 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,401,607 | 11,124 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,087,742 | 11,127 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,968,857 | 11,513 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,180,808 | 14,509 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||