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SPDR Dow Jones Industrial Average ETF shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 869 463.74
2025-06-30 $288k 653 440.65

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Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
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Abbvie (ABBV)

View all positions for Kapstone Financial 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