VALLEY NATIONAL ADVISERS INC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 773411
BETHLEHEM, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,439,706
+$149,722 QoQ
Shares Held
2,756
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#501
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,706 | 2,756 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,289,984 | 2,785 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,344,634 | 2,798 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,305,891 | 2,816 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,255,852 | 2,850 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,164,747 | 2,774 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,180,337 | 2,774 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,188,120 | 2,808 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,111,982 | 2,843 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,297,493 | 3,262 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,435,497 | 3,809 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,522,682 | 4,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,659,076 | 4,825 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,202,277 | 6,621 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,483,318 | 7,495 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,925,001 | 10,181 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $247,795 | 805 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $279,198 | 805 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $292,472 | 805 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $272,323 | 805 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $277,684 | 805 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $249,946 | 757 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $151,671 | 496 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $118,770 | 428 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $64,209 | 249 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $137,895 | 629 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||