Caldwell Trust Co
BankPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2080218
Venice, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,786,805
+$421,267 QoQ
Shares Held
7,249
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#296
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 | $3,786,805 | 7,249 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,365,538 | 7,266 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,494,705 | 7,272 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,373,708 | 7,275 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,212,338 | 7,290 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,102,913 | 7,390 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $3,238,906 | 7,612 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $3,307,105 | 7,816 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $3,087,189 | 7,893 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $3,275,951 | 8,236 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $3,105,408 | 8,240 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $2,770,706 | 8,272 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,037,227 | 8,833 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,961,981 | 8,905 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,965,734 | 8,951 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $2,611,269 | 9,089 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $2,828,557 | 9,189 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $3,180,084 | 9,169 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $3,329,464 | 9,164 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $3,089,940 | 9,134 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $3,123,177 | 9,054 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,961,384 | 8,969 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,738,043 | 8,954 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $2,484,735 | 8,954 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $2,568,643 | 9,961 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $2,189,230 | 9,986 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||