CREATIVE FINANCIAL DESIGNS INC /ADV

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 819864 KOKOMO, IN

Position in DIA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$78,358

+$16,291 QoQ

Shares Held

150

+11.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,324

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,358	150	+11.9%	Shares	Sole	2026-07-28
2026-03-31	$62,067	134	-28.0%	Shares	Sole	2026-04-13
2025-12-31	$89,386	186	0.0%	Shares	Sole	2026-02-06
2025-09-30	$86,255	186	-36.3%	Shares	Sole	2025-11-12
2025-06-30	$128,669	292	+14.5%	Shares	Sole	2025-08-04
2025-03-31	$107,069	255	-16.1%	Shares	Sole	2025-04-23
2024-12-31	$129,352	304	-3.2%	Shares	Sole	2025-02-10
2024-09-30	$132,859	314	+3.3%	Shares	Sole	2024-10-28
2024-06-30	$118,903	304	-14.8%	Shares	Sole	2024-08-06
2024-03-31	$142,000	357	+0.3%	Shares	Sole	2024-05-01
2023-12-31	$134,165	356	-18.7%	Shares	Sole	2024-01-10
2023-09-30	$146,708	438	+25.9%	Shares	Sole	2023-11-14
2023-06-30	$119,659	348	+30.8%	Shares	Sole	2023-07-26
2023-03-31	$88,476	266	+23.1%	Shares	Sole	2023-04-25
2022-12-31	$71,567	216	+9.6%	Shares	Sole	2023-02-01
2022-09-30	$56,598	197	+34.9%	Shares	Sole	2022-11-01
2022-06-30	$44,941	146	-16.1%	Shares	Sole	2022-08-01
2022-03-31	$60,348	174	+9.4%	Shares	Sole	2022-04-15
2021-12-31	$57,767	159	+47.2%	Shares	Sole	2022-01-26
2021-09-30	$36,535	108	-4.4%	Shares	Sole	2021-10-08
2021-06-30	$38,979	113	+413.6%	Shares	Sole	2021-07-27
2021-03-31	$7,263	22	0.0%	Shares	Sole	2021-04-19
2020-12-31	$6,727	22	-4.3%	Shares	Sole	2021-01-08
2020-09-30	$6,382	23	-92.9%	Shares	Sole	2020-10-06
2020-06-30	$83,549	324	+337.8%	Shares	Sole	2020-07-23
2020-03-31	$16,223	74	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.