Wingate Wealth Advisors, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2041800
LEXINGTON, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$321,792
+$36,931 QoQ
Shares Held
616
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,029
of 1,434 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,792 | 616 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $284,861 | 615 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $295,069 | 614 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $283,808 | 612 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $269,237 | 611 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $256,546 | 611 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $299,552 | 704 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||