Cassaday & Co Wealth Management LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1963612
MCLEAN, VA
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$931,943
+$171,386 QoQ
Shares Held
1,784
+8.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#616
of 1,432 holders
Holding Since
Dec 2022
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 | $931,943 | 1,784 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $760,557 | 1,642 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $794,382 | 1,653 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $761,461 | 1,642 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $726,191 | 1,648 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $548,363 | 1,306 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $555,703 | 1,306 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $558,941 | 1,321 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $520,202 | 1,330 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $275,998 | 824 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $230,838 | 694 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $229,943 | 694 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||