FIDUCIARY FINANCIAL GROUP, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1925420
SAN RAFAEL, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$365,673
+$41,440 QoQ
Shares Held
700
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#976
of 1,432 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,673 | 700 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $324,233 | 700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $385,897 | 803 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $340,848 | 735 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $352,520 | 800 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $335,904 | 800 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $340,400 | 800 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $338,496 | 800 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $312,904 | 800 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||