QTR Family Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2067954
LAKE MARY, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,423,512
+$275,264 QoQ
Shares Held
2,725
+9.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#503
of 1,432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,512 | 2,725 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,148,248 | 2,479 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,125,975 | 2,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,001,678 | 2,160 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $950,922 | 2,158 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $878,808 | 2,093 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||