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SPDR Dow Jones Industrial Average ETF shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 433 463.19

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Jane Street
Citadel Advisors
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Millennium Management
UBS Group
Royal Bank of Canada
Squarepoint Ops
Bank Of Montreal
Colony
Ameriprise Financial

View all funds holding SPDR Dow Jones Industrial Average ETF