Heritage Investors Management Corp. »

SPDR Dow Jones Industrial Average ETF shares owned by Heritage Investors Management Corp.

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Heritage Investors Management Corp. from 13F filings

Historical chart of Heritage Investors Management Corp. 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 Heritage Investors Management Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Heritage Investors Management Corp.

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 6.6k 376.82
2023-09-30 $2.2M 6.6k 335.00
2023-06-30 $2.2M 6.5k 343.85
2023-03-31 $2.2M 6.5k 332.77
2022-12-31 $2.3M 7.0k 330.86
2022-09-30 $2.1M 7.2k 287.50
2022-06-30 $2.2M 7.2k 308.19
2022-03-31 $2.5M 7.2k 347.22
2021-12-31 $2.6M 7.2k 363.47
2021-09-30 $2.6M 7.7k 338.83
2021-06-30 $2.7M 7.7k 345.19
2021-03-31 $2.7M 8.1k 330.15
2020-12-31 $2.5M 8.1k 305.76
2020-09-30 $2.2M 8.1k 277.52
2020-06-30 $2.4M 9.1k 257.91
2020-03-31 $2.0M 9.1k 219.27
2019-12-31 $2.5M 8.8k 285.05
2019-09-30 $2.4M 9.0k 269.21
2019-06-30 $2.3M 8.7k 265.90
2019-03-31 $2.3M 8.7k 259.08
2018-12-31 $1.9M 8.2k 233.25
2018-09-30 $1.8M 6.7k 264.33
2018-06-30 $3.7M 15k 242.73
2018-03-31 $1.6M 6.6k 241.46
2017-12-31 $1.8M 7.1k 247.35
2017-09-30 $1.6M 7.1k 223.89
2017-06-30 $1.5M 7.1k 213.26
2017-03-31 $1.3M 6.5k 206.32
2016-12-31 $1.2M 5.9k 197.46
2016-09-30 $1.1M 5.9k 182.78
2016-06-30 $1.1M 5.9k 179.03
2016-03-31 $1.0M 5.8k 176.59
2015-12-31 $976k 5.6k 173.98
2015-09-30 $888k 5.5k 162.64
2015-06-30 $951k 5.4k 175.79
2015-03-31 $906k 5.1k 177.65
2014-12-31 $921k 5.2k 177.97
2014-09-30 $833k 4.9k 170.00
2014-06-30 $705k 4.2k 167.86
2014-03-31 $690k 4.2k 164.29
2013-12-31 $381k 2.3k 165.65