FOGEL CAPITAL MANAGEMENT, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2011427
STUART, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$819,107
+$92,826 QoQ
Shares Held
1,568
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#660
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)
All Filings in DIA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,107 | 1,568 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $726,281 | 1,568 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $753,533 | 1,568 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $747,085 | 1,611 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $721,784 | 1,638 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $687,763 | 1,638 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $696,969 | 1,638 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $715,072 | 1,690 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $660,227 | 1,688 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $671,418 | 1,688 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $636,156 | 1,688 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||