Chung Wu Investment Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2054278
SUGAR LAND, TX
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,063,089
+$1,066,605 QoQ
Shares Held
15,435
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.39%
of 13F equity value
Holder Rank
#191
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
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 | $8,063,089 | 15,435 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,996,484 | 15,105 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,383,958 | 15,365 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,125,365 | 15,365 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,630,901 | 15,048 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,536,846 | 17,950 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,580,282 | 17,815 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||