Advisor Resource Council

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1820879 DALLAS, TX

Back to DIA Full portfolio

Position in DIA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,189,482

+$35,676 QoQ

Shares Held

2,277

-8.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#547

of 1,432 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DIA Over Time

Shares Held

Position Value (USD)

Derivatives in DIA

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$34,385

PutShares

100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in DIA

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16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,189,482	2,277	-8.6%	Shares	Sole	2026-07-28
2026-03-31	$1,153,806	2,491	-9.8%	Shares	Sole	2026-05-07
2025-12-31	$1,326,853	2,761	-47.3%	Shares	Sole	2026-02-10
2025-06-30	$2,306,802	5,235	-64.3%	Shares	Sole	2025-08-11
2025-03-31	$6,153,341	14,655	+101.6%	Shares	Sole	2025-04-22
2024-09-30	$3,076,505	7,271	+25.8%	Shares	Sole	2024-10-31
2024-03-31	$2,299,052	5,780	-27.7%	Shares	Sole	2024-04-19
2023-12-31	$3,012,698	7,994	+44.2%	Shares	Sole	2024-01-12
2023-09-30	$1,856,627	5,543	+4.5%	Shares	Sole	2023-10-25
2023-06-30	$34,385	100	—	Put	Sole	2023-07-14
2023-06-30	$1,823,780	5,304	+33.7%	Shares	Sole	2023-07-14
2023-03-31	$1,319,503	3,967	+229.2%	Shares	Sole	2023-04-25
2022-12-31	$399,252	1,205	-85.5%	Shares	Sole	2023-01-20
2022-06-30	$2,560,754	8,319	-10.5%	Shares	Sole	2022-07-27
2021-12-31	$3,377,422	9,296	+44.7%	Shares	Sole	2022-02-11
2021-06-30	$2,215,613	6,423	—	Shares	Sole	2021-08-19
No filing history on record for this holder in this stock.