Second Half Financial Partners, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1946654
SEBRING, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,380,531
+$254,953 QoQ
Shares Held
4,557
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.19%
of 13F equity value
Holder Rank
#368
of 1,432 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380,531 | 4,557 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,125,578 | 4,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,233,689 | 4,648 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,174,476 | 4,689 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,071,936 | 4,702 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,992,330 | 4,745 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,055,165 | 4,830 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,062,710 | 4,875 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,909,105 | 4,881 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,983,231 | 4,986 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,938,619 | 5,144 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,744,419 | 5,208 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,886,803 | 25,845 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,812,779 | 5,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,823,971 | 5,505 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,610,891 | 5,607 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,919,257 | 6,235 | Shares | Sole | 2022-09-16 | |
| 2022-03-31 | $2,162,485 | 6,235 | Shares | Sole | 2022-09-20 | |
| No filing history on record for this holder in this stock. | ||||||