CAPITAL ADVISORS INC/OK
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 860828
TULSA, OK
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$495,225
-$36,517 QoQ
Shares Held
948
-17.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#861
of 1,432 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,225 | 948 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $531,742 | 1,148 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $491,623 | 1,023 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $773,518 | 1,668 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $735,004 | 1,668 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $715,055 | 1,703 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $732,711 | 1,722 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $707,879 | 1,673 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $654,360 | 1,673 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $665,452 | 1,673 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $644,824 | 1,711 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $578,793 | 1,728 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $472,793 | 1,375 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $457,352 | 1,375 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $465,849 | 1,406 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $474,619 | 1,652 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $386,621 | 1,256 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $366,252 | 1,056 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||