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SPDR Dow Jones Industrial Average ETF shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex 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 Ibex Wealth Advisors 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 546 463.82
2025-06-30 $241k 546 440.59
2024-12-31 $324k 762 425.26
2022-12-31 $432k 1.3k 331.54

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Palantir Technologies Common Stock (PLTR)
Microsoft Corp Common Stock (MSFT)
Applovin Corp Common Stock (APP)
Apple Common Stock (AAPL)
Williams Cos Common Stock (WMB)
Amazon Common Stock (AMZN)
Jackson Financial Common Stock (JXN)
At&t Common Stock (T)
Meta Platforms Common Stock (META)
U S Treasury MF Closed and MF Open (TBIL)
Vertiv Holdings Common Stock (VRT)
Alphabet Common Stock (GOOGL)
Abbvie Common Stock (ABBV)

View all positions for Ibex Wealth Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Morgan Stanley
Jane Street
Goldman Sachs Group
Wolverine Trading
Citadel Advisors
Millennium Management
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Bank Of Montreal
Colony
Jpmorgan Chase & Co
Churchill Management Corp.

View all funds holding SPDR Dow Jones Industrial Average ETF