NewEdge Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1861796
STAMFORD, CT
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,194,646
+$660,016 QoQ
Shares Held
9,944
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#251
of 1,432 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,194,646 | 9,944 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,534,630 | 9,790 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,977,744 | 10,358 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,608,184 | 9,937 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,458,056 | 10,117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,792,356 | 9,032 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,118,765 | 12,030 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,690,364 | 3,995 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,169,869 | 2,991 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,179,358 | 2,965 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,201,461 | 3,188 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||