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SPDR Dow Jones Industrial Average ETF shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors 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 Cm Wealth Advisors 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 Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $41M 109k 377.70
2023-09-30 $38M 110k 348.42
2023-06-30 $31M 86k 354.75
2023-03-31 $46M 137k 333.20
2022-12-31 $39M 117k 332.09
2022-09-30 $35M 122k 288.13
2022-06-30 $7.4M 124k 59.70

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Northrop Grumman Corporation (NOC)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Cm Wealth Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Citadel Advisors
Bank of America Corporation
Goldman Sachs Group
Millennium Management
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