Abound Wealth Management
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1950323
FRANKLIN, TN
Position in DIA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$130,597
+$14,800 QoQ
Shares Held
250
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,292
of 1,432 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,597 | 250 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $115,797 | 250 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $120,142 | 250 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $123,354 | 266 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $107,077 | 243 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $102,030 | 243 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $106,800 | 251 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $102,818 | 243 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $98,173 | 251 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $116,145 | 292 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $117,206 | 311 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $83,737 | 250 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $85,962 | 250 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $83,155 | 250 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $82,832 | 250 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $66,366 | 231 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||