Clearstead Advisors, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 842775 CLEVELAND, OH

Position in DIA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,350,900

+$11,818 QoQ

Shares Held

2,586

-10.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#519

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	$1,350,900	2,586	-10.5%	Shares	Sole	2026-08-06
2026-03-31	$1,339,082	2,891	+1.6%	Shares	Sole	2026-05-06
2025-12-31	$1,367,702	2,846	-2.7%	Shares	Sole	2026-02-09
2025-09-30	$1,356,903	2,926	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,289,341	2,926	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$1,227,729	2,924	+11.6%	Shares	Sole	2025-05-13
2024-12-31	$1,115,235	2,621	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,108,574	2,620	-3.5%	Shares	Sole	2024-11-13
2024-06-30	$1,062,309	2,716	+72.6%	Shares	Sole	2024-08-12
2024-03-31	$626,074	1,574	-31.2%	Shares	Sole	2024-05-14
2023-12-31	$861,901	2,287	0.0%	Shares	Sole	2024-02-12
2023-09-30	$766,030	2,287	0.0%	Shares	Sole	2023-11-07
2023-06-30	$786,384	2,287	+270.1%	Shares	Sole	2023-08-07
2023-03-31	$205,558	618	+46.1%	Shares	Sole	2023-05-09
2022-12-31	$140,152	423	0.0%	Shares	Sole	2023-02-14
2022-09-30	$121,527	423	0.0%	Shares	Sole	2022-11-15
2022-06-30	$130,207	423	0.0%	Shares	Sole	2022-08-12
2022-03-31	$146,709	423	0.0%	Shares	Sole	2022-05-04
2021-12-31	$153,684	423	0.0%	Shares	Sole	2022-02-14
2021-09-30	$143,096	423	0.0%	Shares	Sole	2021-11-12
2021-06-30	$145,913	423	0.0%	Shares	Sole	2021-08-12
2021-03-31	$139,666	423	0.0%	Shares	Sole	2021-05-14
2020-12-31	$129,349	423	-23.1%	Shares	Sole	2021-02-11
2020-09-30	$152,625	550	+3.8%	Shares	Sole	2020-11-12
2020-06-30	$136,671	530	0.0%	Shares	Sole	2020-08-11
2020-03-31	$116,191	530	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.