XML Financial, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1800465
BETHESDA, MD
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,653,364
+$187,831 QoQ
Shares Held
3,165
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#467
of 1,432 holders
Holding Since
Mar 2021
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,364 | 3,165 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,465,533 | 3,164 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,550,799 | 3,227 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,515,502 | 3,268 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,174,332 | 2,665 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,037,523 | 2,471 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $937,376 | 2,203 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,015,911 | 2,401 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $928,542 | 2,374 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $838,478 | 2,108 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $608,645 | 1,615 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,930 | 782 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $268,203 | 780 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $253,123 | 761 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $241,539 | 729 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,154 | 728 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $223,785 | 727 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $251,451 | 725 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $263,043 | 724 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $235,111 | 695 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $239,395 | 694 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $228,814 | 693 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||