SEC 13F Intelligence

Ground Swell Capital, LLC / DIA

Ground Swell Capital, LLC’s State Str Spdr Dow Jones Ind Position

Does Ground Swell Capital, LLC own State Str Spdr Dow Jones Ind (DIA)? Yes2.0K shares worth $949,076 (+1.87% of its 13F portfolio) as of Q1 2026, up from 744 shares the prior filed quarter.

Position Value
$949,076
Q1 2026
Shares
2.0K
% of Portfolio
+1.87%
Quarters Held
3
currently held

Position History DIA

Reported value by quarter
Q3 ’21: $359,000Q3 ’21Q1 ’25: $312,391Q1 ’25Q1 ’26: $949,076Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.0K$949,076+1.87%
Q1 2025744$312,391+0.67%
Q3 20211.1K$359,000+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of DIA.