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

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

Historical chart of Heritage Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 9.8k 423.11
2024-06-30 $4.5M 12k 391.14
2024-03-31 $2.3M 6.1k 376.87
2023-12-31 $2.3M 6.1k 376.87
2023-09-30 $2.5M 7.3k 334.95
2023-06-30 $1.0M 2.9k 343.85

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Heritage Wealth Partners

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Wolverine Trading
Jane Street
International Assets Investment Management
Morgan Stanley
Bank of America Corporation
Citadel Advisors
Royal Bank of Canada
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Citigroup
Jpmorgan Chase & Co
Churchill Management Corp.
Bnp Paribas Arbitrage, Snc

View all funds holding SPDR Dow Jones Industrial Average ETF