Melone Private Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1905765
AUBURN HILLS, MI
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,230,314
-$385,374 QoQ
Shares Held
8,098
-18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.91%
of 13F equity value
Holder Rank
#278
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 | $4,230,314 | 8,098 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,615,688 | 9,965 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,383,345 | 11,202 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,467,760 | 31,198 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,495,952 | 28,358 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $11,614,300 | 27,661 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $11,612,746 | 27,292 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $14,303,994 | 33,806 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $12,654,228 | 32,353 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,756,560 | 32,071 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,024,791 | 31,907 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,830,126 | 23,377 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,524,125 | 21,882 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,750,522 | 20,295 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,396,417 | 13,269 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,297,916 | 11,479 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,334,921 | 10,834 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,572,002 | 10,299 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,728,896 | 7,511 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||