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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 920 423.05
2024-03-31 $1.1M 2.7k 395.18

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding SPDR Dow Jones Industrial Average ETF

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

View all funds holding SPDR Dow Jones Industrial Average ETF