Apella Capital, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1801507
WEST HARTFORD, CT
Position in DIA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,794,932
+$184,884 QoQ
Shares Held
3,436
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#439
of 1,431 holders
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,794,932 | 3,436 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,610,048 | 3,476 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,394,133 | 2,901 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,308,210 | 2,821 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,236,023 | 2,805 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $412,322 | 982 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $374,440 | 880 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $352,458 | 833 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $325,811 | 833 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $331,334 | 833 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $313,932 | 833 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $279,013 | 833 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $286,427 | 833 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $364,794 | 1,101 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $301,665 | 1,050 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $323,211 | 1,050 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $209,138 | 603 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||