Marks Group Wealth Management, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1802473
MINNETONKA, MN
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$800,301
+$90,694 QoQ
Shares Held
1,532
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#667
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $800,301 | 1,532 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $709,607 | 1,532 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $779,965 | 1,623 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $752,650 | 1,623 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $715,174 | 1,623 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $563,478 | 1,342 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $571,021 | 1,342 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $375,307 | 887 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $346,932 | 887 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $352,813 | 887 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $411,542 | 1,092 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $335,284 | 1,001 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $344,193 | 1,001 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $332,952 | 1,001 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $331,661 | 1,001 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $287,587 | 1,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,127 | 1,001 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $347,176 | 1,001 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $363,683 | 1,001 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $338,628 | 1,001 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $334,256 | 969 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $453,337 | 1,373 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $306,401 | 1,002 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $278,055 | 1,002 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $258,385 | 1,002 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $219,668 | 1,002 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||