SPDR Dow Jones Industrial Average ETF shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 463.80 |
| 2025-06-30 | $1.0M | 2.4k | 440.68 |
| 2025-03-31 | $1.0M | 2.4k | 419.89 |
| 2024-12-31 | $62k | 146 | 425.09 |
| 2024-09-30 | $59k | 140 | 422.24 |
| 2024-06-30 | $55k | 140 | 389.93 |
| 2024-03-31 | $55k | 139 | 398.88 |
| 2023-12-31 | $53k | 139 | 377.47 |
| 2023-09-30 | $47k | 139 | 334.99 |
| 2023-06-30 | $48k | 139 | 343.45 |
| 2023-03-31 | $13k | 39 | 329.54 |
| 2022-12-31 | $13k | 38 | 335.32 |
| 2022-06-30 | $12k | 38 | 315.79 |
| 2022-03-31 | $58k | 168 | 345.24 |
| 2021-12-31 | $61k | 168 | 363.10 |
| 2021-09-30 | $44k | 130 | 338.46 |
| 2021-06-30 | $45k | 130 | 346.15 |
| 2021-03-31 | $43k | 130 | 330.77 |
| 2020-12-31 | $40k | 130 | 307.69 |
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