Concurrent Investment Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2001015
Tampa, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,086,417
+$2,846,950 QoQ
Shares Held
38,451
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#95
of 1,432 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$156,717
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,717 | 300 | Put | Sole | 2026-07-27 | |
| 2026-06-30 | $20,086,417 | 38,451 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,239,467 | 37,219 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,651,401 | 38,811 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,942,740 | 36,535 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,448,142 | 37,327 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,300,007 | 36,439 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,578,256 | 41,312 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,492,176 | 5,890 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,309,622 | 5,905 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $27,164,223 | 68,293 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $15,675,530 | 41,594 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||