SPDR Dow Jones Industrial Average ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 7.3k | 463.74 |
| 2021-12-31 | $3.3M | 9.2k | 363.32 |
| 2021-09-30 | $3.1M | 9.1k | 338.29 |
| 2021-06-30 | $3.1M | 9.1k | 344.95 |
| 2021-03-31 | $3.0M | 9.0k | 330.18 |
| 2020-12-31 | $2.7M | 9.0k | 305.79 |
| 2020-09-30 | $2.5M | 9.0k | 277.50 |
| 2020-06-30 | $2.6M | 10k | 257.87 |
| 2020-03-31 | $2.2M | 10k | 219.23 |
| 2019-12-31 | $2.8M | 9.9k | 285.10 |
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