PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2145782
WALTHAM, MA
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,093,362
+$124,369 QoQ
Shares Held
2,093
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#570
of 1,432 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 | $1,093,362 | 2,093 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $968,993 | 2,092 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,005,352 | 2,092 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $1,285,023 | 2,771 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $1,244,395 | 2,824 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $1,154,670 | 2,750 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $799,940 | 1,880 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||