Atlas Private Wealth Advisors
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1814234
RED BANK, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,902,398
-$253,778 QoQ
Shares Held
5,556
-18.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#338
of 1,432 holders
Holding Since
Jun 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,902,398 | 5,556 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,156,176 | 6,814 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,211,715 | 8,764 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,628,125 | 9,980 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,720,960 | 49,293 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,048,738 | 52,512 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $37,633,347 | 88,445 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $37,403,384 | 88,399 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $26,475,980 | 67,691 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,584,330 | 31,638 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $22,541,348 | 59,812 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $1,703,282 | 4,911 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,125,202 | 3,097 | Shares | Sole | 2022-04-21 | |
| 2021-09-30 | $72,732 | 215 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $24,836 | 72 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $23,772 | 72 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $111,001 | 363 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $109,335 | 394 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $26,560 | 103 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||