SAGE FINANCIAL GROUP INC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 882119
W. CONSHOHOCKEN, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$565,225
+$64,054 QoQ
Shares Held
1,082
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#805
of 1,432 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,225 | 1,082 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $501,171 | 1,082 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $519,976 | 1,082 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $347,805 | 750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $330,487 | 750 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $314,910 | 750 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $319,125 | 750 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $317,340 | 750 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $293,347 | 750 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $298,320 | 750 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $282,652 | 750 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $237,814 | 710 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $244,133 | 710 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $236,160 | 710 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $235,244 | 710 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $203,983 | 710 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $218,552 | 710 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||