SOA Wealth Advisors, LLC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1849444
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,480,975
+$1,185,923 QoQ
Shares Held
2,835
+345.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#491
of 1,432 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,975 | 2,835 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $295,052 | 637 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $292,186 | 608 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $281,953 | 608 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $267,915 | 608 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $255,287 | 608 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $258,704 | 608 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $257,256 | 608 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $242,109 | 619 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $246,213 | 619 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $224,991 | 597 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $199,965 | 597 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $205,278 | 597 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $261,771 | 787 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $260,756 | 787 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $226,105 | 787 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $242,254 | 787 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $272,955 | 787 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $285,932 | 787 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $75,100 | 222 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,038 | 32 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $10,565 | 32 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,785 | 32 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||