Cape Investment Advisory, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1944437
MCDONOUGH, GA
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,059
+$1,045 QoQ
Shares Held
25
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,393
of 1,432 holders
Holding Since
Mar 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,059 | 25 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $12,014 | 25 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $10,134 | 23 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $9,657 | 23 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,829 | 9 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,115 | 5 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,866 | 15 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,988 | 5 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $1,884 | 5 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,674 | 5 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,719 | 5 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,663 | 5 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||