Rodgers & Associates, LTD
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1846515
Lancaster, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$216,791
-$1,181 QoQ
Shares Held
415
-24.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,209
of 1,432 holders
Holding Since
Dec 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,791 | 415 | Shares | Sole | 2026-07-21 | |
| 2024-03-31 | $217,972 | 548 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $281,898 | 748 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $250,542 | 748 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $360,354 | 1,048 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $348,585 | 1,048 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $380,366 | 1,148 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $354,240 | 1,233 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $379,542 | 1,233 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $462,324 | 1,333 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $575,135 | 1,583 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $535,513 | 1,583 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $546,055 | 1,583 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $522,674 | 1,583 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $464,189 | 1,518 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||