SPDR Dow Jones Industrial Average ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $337k | 847 | 397.71 |
| 2023-12-31 | $319k | 845 | 376.91 |
| 2023-09-30 | $282k | 843 | 334.94 |
| 2023-06-30 | $289k | 841 | 343.91 |
| 2023-03-31 | $279k | 839 | 332.64 |
| 2022-12-31 | $257k | 775 | 331.29 |
| 2022-09-30 | $204k | 698 | 292.26 |
| 2022-06-30 | $215k | 697 | 308.46 |
| 2022-03-31 | $245k | 696 | 352.01 |
| 2021-12-31 | $253k | 696 | 363.51 |
| 2021-09-30 | $253k | 738 | 342.82 |
| 2021-06-30 | $254k | 737 | 344.64 |
| 2021-03-31 | $250k | 737 | 339.21 |
| 2020-12-31 | $225k | 735 | 306.12 |
| 2020-09-30 | $204k | 734 | 277.93 |
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