Ashford Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1861158
PITTSFORD, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,089,560
+$236,800 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
60.84%
of 13F equity value
Holder Rank
#394
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)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,089,560 | 4,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,852,760 | 4,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,922,280 | 4,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,854,960 | 4,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,891,710 | 4,293 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,679,520 | 4,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,702,000 | 4,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,692,480 | 4,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,564,520 | 4,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,591,040 | 4,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,507,480 | 4,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,339,800 | 4,000 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,375,400 | 4,000 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $1,330,480 | 4,000 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $1,325,320 | 4,000 | Shares | Sole | 2024-02-12 | |
| 2022-09-30 | $1,149,200 | 4,000 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,231,280 | 4,000 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,387,320 | 4,000 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,453,280 | 4,000 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,353,160 | 4,000 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,379,800 | 4,000 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,320,720 | 4,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,223,160 | 4,000 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||