Global Financial Private Client, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2023568
Sarasota, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$900,600
+$57,132 QoQ
Shares Held
1,724
-5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#625
of 1,431 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,600 | 1,724 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $843,468 | 1,821 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $875,117 | 1,821 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $844,470 | 1,821 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $690,057 | 1,566 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $702,459 | 1,673 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $708,032 | 1,664 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $704,494 | 1,665 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $664,138 | 1,698 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $675,396 | 1,698 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $663,668 | 1,761 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $600,565 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $616,523 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $596,387 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $594,074 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $515,128 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $551,921 | 1,793 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $658,630 | 1,899 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $652,522 | 1,796 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $607,568 | 1,796 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $619,530 | 1,796 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $560,645 | 1,698 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $518,008 | 1,694 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $455,100 | 1,640 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $435,284 | 1,688 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $498,309 | 2,273 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||