DIA — SPDR DOW JONES INDL AVERAGE

Ownership history in Fortitude Advisory Group L.L.C.  ·  15 quarters on record

AI Ownership Summary

Fortitude Advisory Group L.L.C. reported SPDR DOW JONES INDL AVERAGE (DIA) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows DIA at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Advisory Group L.L.C.'s position in SPDR DOW JONES INDL AVERAGE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DIA was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIA stock page Fortitude Advisory Group L.L.C. fund profile Fortitude Advisory Group L.L.C. full holdings
How Fortitude Advisory Group L.L.C. held DIA — position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 603 -165 -21.5% 0.15% $280K 2025-11-05 $469.72
2025 Q2 REDUCED 768 -152 -16.5% 0.19% $338K 2025-07-22 $440.10
2025 Q1 REDUCED 920 -220 -19.3% 0.26% $366K 2025-04-17 $385.54
2024 Q4 REDUCED 1,140 -56 -4.7% 0.29% $485K 2025-01-22 $433.03
2024 Q3 UNCHANGED 1,196 — 0% 0.32% $506K 2024-11-13 $429.92
2024 Q2 REDUCED 1,196 -4 -0.3% 0.28% $468K 2024-07-25 $388.90
2024 Q1 ADDED 1,200 +1 +0.1% 0.27% $477K 2024-05-02 $370.54
2023 Q4 REDUCED 1,199 -70 -5.5% 0.27% $452K 2024-02-06 $371.63
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIA

As of 2026 Q1 — sorted by position size

TCP Asset Management, LLC 3Y 6.41% Shulman DeMeo Asset Management LLC 3Y 7Y 5.91% FOCUS Wealth Advisors, LLC 3Y 5.47% MKT Advisors LLC 3Y 4.84% Benin Management CORP 3Y 7Y 2.59% Melone Private Wealth, LLC 3Y 1.89% First Heartland Consultants, Inc. 3Y 7Y 0.98% TrueWealth Advisors, LLC 3Y 0.96% Mechanics Bank Trust Department 3Y 7Y 0.93% IFG Advisors, LLC 3Y 0.89%

FAQ About Fortitude Advisory Group L.L.C. and DIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortitude Advisory Group L.L.C. reported owning DIA?

Fortitude Advisory Group L.L.C. reported DIA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DIA position in Fortitude Advisory Group L.L.C.'s portfolio?

The largest reported portfolio weight for DIA was 0.32% in 2024 Q3.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2025 Q3, when Fortitude Advisory Group L.L.C. reported 603 shares, equal to 0.15% of portfolio, with an estimated market value of $280K.

What does the chart on this DIA ownership page compare?

The chart compares Fortitude Advisory Group L.L.C.'s quarterly DIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Fortitude Advisory Group L.L.C. Holdings