Fortis Group Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1815183
WESTWOOD, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,965,316
+$704,895 QoQ
Shares Held
9,505
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#256
of 1,432 holders
Holding Since
Sep 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,965,316 | 9,505 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,260,421 | 9,198 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,979,665 | 10,362 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,831,243 | 10,418 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,268,135 | 9,686 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,703,649 | 13,584 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,306,335 | 14,821 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,583,914 | 13,197 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,887,169 | 12,495 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,553,158 | 11,447 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $75,374 | 200 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $33,495 | 100 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,596,502 | 16,276 | Shares | Sole | 2023-07-18 | |
| 2020-09-30 | $27,750 | 100 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||