Amplius Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1900584
BLUE BELL, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,551,318
+$1,362,010 QoQ
Shares Held
25,941
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.66%
of 13F equity value
Holder Rank
#132
of 1,432 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,551,318 | 25,941 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $12,189,308 | 26,316 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,095,466 | 25,169 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,839,745 | 25,531 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,256,679 | 27,815 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,589,262 | 29,983 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $12,725,428 | 29,907 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $12,063,151 | 28,510 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,067,023 | 28,295 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,891,830 | 29,897 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,728,194 | 31,120 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,795,773 | 32,231 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $11,277,248 | 32,797 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,480,711 | 34,516 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $11,227,779 | 33,887 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $34,318,846 | 119,453 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $32,541,806 | 105,717 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,950,345 | 69,055 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,838,122 | 24,326 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||