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SPDR Dow Jones Industrial Average ETF shares owned by Compass Wealth Management

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in SPDR Dow Jones Industrial Average ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Industrial Average ETF held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $718k 1.8k 397.76
2023-12-31 $738k 2.0k 376.87
2023-09-30 $656k 2.0k 334.95
2023-06-30 $674k 2.0k 343.85
2023-03-31 $652k 2.0k 332.62
2022-12-31 $653k 2.0k 331.33

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass Wealth Management

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Citadel Advisors
Bank of America Corporation
Goldman Sachs Group
Millennium Management
Royal Bank of Canada
Flat Footed
LPL Financial
Wells Fargo & Company
Jane Street
UBS Group
Citigroup
Gts Securities
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding SPDR Dow Jones Industrial Average ETF