Wiser Advisor Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2011550
PHOENIX, AZ
Position in DIA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$437,240
+$50,477 QoQ
Shares Held
837
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#899
of 1,432 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
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 | $437,240 | 837 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $386,763 | 835 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $571,397 | 1,189 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $428,032 | 923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $423,024 | 960 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $99,091 | 236 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,573 | 46 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,463 | 46 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,991 | 46 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,364 | 16 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,029 | 16 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||