Key Client Fiduciary Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1912612
Fairfield, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$751,196
+$85,129 QoQ
Shares Held
1,438
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#689
of 1,432 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Jun 30, 2026CallValue
$104,478
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,478 | 200 | Call | Sole | 2026-07-09 | |
| 2026-06-30 | $751,196 | 1,438 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $666,067 | 1,438 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $691,059 | 1,438 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $846,789 | 1,826 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $804,626 | 1,826 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $766,700 | 1,826 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $776,963 | 1,826 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $781,079 | 1,846 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $720,852 | 1,843 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $733,071 | 1,843 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $806,878 | 2,141 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $716,793 | 2,140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $734,463 | 2,136 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $691,849 | 2,080 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $722,299 | 2,180 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||