Smallwood Wealth Investment Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1921304
RED BANK, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$78,358
+$8,880 QoQ
Shares Held
150
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,322
of 1,432 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,358 | 150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $69,478 | 150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $72,085 | 150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $69,561 | 150 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $66,097 | 150 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $62,982 | 150 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||