Trifecta Capital Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1962615
NORTHBROOK, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$188,060
+$21,312 QoQ
Shares Held
360
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,272
of 1,431 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,060 | 360 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $166,748 | 360 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $173,005 | 360 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $166,946 | 360 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $180,666 | 410 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $172,150 | 410 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $174,455 | 410 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $176,441 | 417 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $163,101 | 417 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $165,865 | 417 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $157,154 | 417 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $139,674 | 417 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $143,385 | 417 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $138,702 | 417 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $138,164 | 417 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||