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SPDR Dow Jones Industrial Average ETF shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 16k 463.19
2022-03-31 $265k 763 347.31
2021-12-31 $277k 763 363.04

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Jane Street
Citadel Advisors
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Millennium Management
UBS Group
Royal Bank of Canada
Squarepoint Ops
Bank Of Montreal
Colony
Ameriprise Financial

View all funds holding SPDR Dow Jones Industrial Average ETF