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SPDR Dow Jones Industrial Average ETF shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $424k 881 480.77
2025-09-30 $200k 431 464.25

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Equity Market (DFUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding SPDR Dow Jones Industrial Average ETF

Goldman Sachs Group
Susquehanna International
Jane Street
Wolverine Trading
Citadel Advisors
Millennium Management
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Colony
Jpmorgan Chase & Co
Bank of Nova Scotia
Two Sigma Investments
Ameriprise Financial

View all funds holding SPDR Dow Jones Industrial Average ETF