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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 4.8k 423.16
2024-06-30 $1.8M 4.5k 391.11
2024-03-31 $2.1M 5.3k 397.78
2023-12-31 $1.7M 4.5k 376.85
2023-09-30 $1.4M 4.1k 334.97
2023-06-30 $1.5M 4.4k 343.86
2023-03-31 $1.5M 4.4k 332.58
2022-12-31 $1.4M 4.4k 331.33
2022-09-30 $1.3M 4.4k 287.22
2022-06-30 $1.3M 4.3k 307.93
2022-03-31 $1.4M 3.9k 346.77
2021-12-31 $1.4M 3.9k 363.38
2021-09-30 $972k 2.9k 338.44
2021-06-30 $982k 2.8k 344.92
2021-03-31 $811k 2.5k 330.35
2020-12-31 $751k 2.5k 305.91
2020-09-30 $730k 2.6k 277.57
2020-06-30 $678k 2.6k 257.79
2020-03-31 $577k 2.6k 219.39
2019-12-31 $1.4M 5.0k 285.11
2019-09-30 $871k 3.2k 269.24
2019-06-30 $701k 2.6k 266.03
2019-03-31 $683k 2.6k 259.20
2018-12-31 $630k 2.7k 233.07
2018-09-30 $715k 2.7k 264.52
2018-06-30 $656k 2.7k 242.69
2018-03-31 $636k 2.6k 241.37
2017-12-31 $652k 2.6k 247.44
2017-09-30 $740k 3.3k 223.90
2017-06-30 $705k 3.3k 213.31
2017-03-31 $682k 3.3k 206.35
2016-12-31 $653k 3.3k 197.58
2016-09-30 $604k 3.3k 182.75
2016-06-30 $592k 3.3k 179.12
2016-03-31 $584k 3.3k 176.70
2015-12-31 $575k 3.3k 173.98
2015-09-30 $537k 3.3k 162.48
2015-06-30 $587k 3.3k 177.61

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

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