Embree Financial Group
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2020860
Chicago, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,267,172
+$260,633 QoQ
Shares Held
4,340
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#373
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,267,172 | 4,340 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,006,539 | 4,332 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,079,906 | 4,328 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,001,501 | 4,316 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,897,438 | 4,306 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,804,224 | 4,297 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,822,842 | 4,284 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,809,261 | 4,276 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,674,427 | 4,281 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,857,539 | 4,670 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,712,120 | 4,543 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||