SPDR Dow Jones Industrial Average ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR 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 HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $735k | 1.7k | 423.15 |
| 2024-06-30 | $425k | 1.1k | 391.18 |
| 2024-03-31 | $432k | 1.1k | 397.81 |
| 2023-12-31 | $410k | 1.1k | 376.92 |
| 2023-09-30 | $241k | 719 | 335.01 |
| 2023-06-30 | $259k | 754 | 343.91 |
| 2023-03-31 | $251k | 754 | 332.68 |
| 2022-12-31 | $258k | 777 | 331.98 |
| 2022-09-30 | $235k | 817 | 287.64 |
| 2022-06-30 | $252k | 817 | 308.45 |
| 2022-03-31 | $352k | 1.0k | 346.46 |
| 2021-12-31 | $379k | 1.0k | 363.72 |
| 2021-09-30 | $352k | 1.0k | 338.14 |
| 2021-06-30 | $359k | 1.0k | 344.86 |
| 2021-03-31 | $344k | 1.0k | 330.45 |
| 2020-12-31 | $1.2M | 3.8k | 305.72 |
| 2020-09-30 | $1.1M | 3.8k | 277.41 |
| 2020-06-30 | $979k | 3.8k | 257.43 |
| 2020-03-31 | $847k | 3.9k | 219.15 |
| 2019-12-31 | $1.1M | 3.8k | 285.12 |
| 2019-09-30 | $252k | 936 | 269.23 |
| 2019-06-30 | $964k | 3.6k | 266.00 |
| 2019-03-31 | $969k | 3.7k | 259.02 |
| 2017-12-31 | $211k | 854 | 247.07 |
| 2017-03-31 | $236k | 1.1k | 206.29 |
| 2016-12-31 | $226k | 1.1k | 197.55 |
Top funds holding SPDR Dow Jones Industrial Average ETF
View all funds holding SPDR Dow Jones Industrial Average ETF