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SPDR Dow Jones Industrial Average ETF shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $226k 600 376.87
2022-12-31 $412k 1.2k 331.33
2022-09-30 $178k 621 286.63
2022-06-30 $191k 621 307.82
2022-03-31 $215k 621 346.22
2021-09-30 $203k 600 338.33
2021-06-30 $207k 600 345.00
2021-03-31 $198k 600 330.00

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

Top funds holding SPDR Dow Jones Industrial Average ETF

Citadel Advisors
Bank of America Corporation
Goldman Sachs Group
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
Flat Footed
Citigroup
UBS Group
Jane Street
Balyasny Asset Management
Bank Of Montreal
Gts Securities
Cutler
Parallax Volatility Advisers

View all funds holding SPDR Dow Jones Industrial Average ETF