CALTON & ASSOCIATES, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 822648
Tampa, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$625,300
-$62,073 QoQ
Shares Held
1,197
-19.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#763
of 1,432 holders
Holding Since
Mar 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,300 | 1,197 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $687,373 | 1,484 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $748,247 | 1,557 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $292,619 | 631 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $277,609 | 630 | Shares | Sole | 2025-08-12 | |
| 2022-12-31 | $583,140 | 1,760 | Shares | Sole | 2023-01-18 | |
| 2022-03-31 | $207,751 | 599 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $287,749 | 792 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $377,193 | 1,115 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $754,750 | 2,188 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $724,745 | 2,195 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,354,038 | 4,428 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,921,687 | 6,925 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $664,273 | 2,576 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $558,817 | 2,549 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||