Marshall Financial Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1841496
Hunt Valley, MD
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$422,091
+$45,055 QoQ
Shares Held
808
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#914
of 1,432 holders
Holding Since
Dec 2020
23 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 Dec 31, 2020CallValue
$91,737
CallShares
300
PutValue
$0
PutShares
0
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
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,091 | 808 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $377,036 | 814 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $382,053 | 795 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $368,673 | 795 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $351,198 | 797 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $322,047 | 767 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $281,255 | 661 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $279,682 | 661 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $254,234 | 650 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $258,544 | 650 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $244,965 | 650 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $217,717 | 650 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $223,502 | 650 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $216,203 | 650 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $238,557 | 720 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $211,452 | 736 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $228,402 | 742 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $257,347 | 742 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $269,583 | 742 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $259,468 | 767 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $264,576 | 767 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $253,248 | 767 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $91,737 | 300 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $234,540 | 767 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||