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Clear Point Advisors Inc.

SEC CIK
0002010474
Latest filing
Jul 28, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Clear Point Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
2,182
Value
$1.14M
% of portfolio
1.0%
Quarters held
10
Since Q4 2023
Holdings of DIA by Clear Point Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,182$1.14M1.0%+2,182NewHolders
Q1 20260$00.0%−2,017−100.0%Sold outHolders
Q4 20252,017$969.4K0.8%−284−12.3%ReducedHolders
Q3 20252,301$1.07M0.8%+5+0.2%AddedHolders
Q2 20252,296$1.01M0.9%−143−5.9%ReducedHolders
Q1 20252,439$1.02M0.9%+6+0.2%AddedHolders
Q4 20242,433$1.04M0.9%+5+0.2%AddedHolders
Q3 20242,428$1.03M0.8%+5+0.2%AddedHolders
Q2 20242,423$947.9K0.8%−1,003−29.3%ReducedHolders
Q1 20243,426$1.36M1.1%−97−2.8%ReducedHolders
Q4 20233,523$1.33M1.2%–No prior filingHolders