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

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

Historical chart of Encompass 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 Encompass 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 Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 413 522.62
2022-03-31 $213k 613 347.47
2020-12-31 $110k 360 305.56

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View all positions for Encompass Wealth Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Jane Street
Citadel Advisors
Morgan Stanley
Millennium Management
Bank of America Corporation
LPL Financial
Wells Fargo & Company
IMC-Chicago
UBS Group
Goldman Sachs Group
SG Americas Securities
Royal Bank of Canada
Jpmorgan Chase & Co
Qube Research & Technologies

View all funds holding SPDR Dow Jones Industrial Average ETF