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SPDR Dow Jones Industrial Average ETF shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 653 380.92
2023-12-31 $499k 1.3k 378.09
2023-09-30 $436k 1.3k 330.35
2023-06-30 $323k 920 350.65
2023-03-31 $309k 920 335.49
2022-12-31 $312k 920 339.61
2022-06-30 $251k 800 313.75
2022-03-31 $208k 600 346.67
2021-12-31 $206k 600 343.33
2021-09-30 $219k 600 365.00
2021-06-30 $208k 600 346.67
2021-03-31 $204k 600 340.00
2020-09-30 $206k 700 294.29
2020-06-30 $212k 800 265.00
2019-12-31 $228k 800 285.00
2019-09-30 $212k 800 265.00
2019-06-30 $218k 800 272.50
2019-03-31 $207k 800 258.75
2018-09-30 $211k 800 263.75
2017-12-31 $210k 850 247.06
2016-09-30 $1.2M 6.5k 182.64
2016-06-30 $957k 5.4k 178.88
2016-03-31 $945k 5.4k 176.64
2015-12-31 $865k 5.1k 171.29
2015-09-30 $723k 4.5k 162.47
2015-06-30 $616k 3.5k 177.16
2015-03-31 $510k 2.9k 177.27
2014-12-31 $382k 2.2k 177.67
2014-09-30 $395k 2.4k 168.09
2014-06-30 $310k 1.9k 167.57
2014-03-31 $205k 1.3k 164.00

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding SPDR Dow Jones Industrial Average ETF

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Royal Bank of Canada
Wells Fargo & Company
Flat Footed
Citigroup
UBS Group
Jane Street
Balyasny Asset Management
Bank Of Montreal
Gts Securities
Parallax Volatility Advisers
Churchill Management Corp.

View all funds holding SPDR Dow Jones Industrial Average ETF