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SPDR Dow Jones Industrial Average ETF shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 2.1k 522.43
2026-03-31 $969k 2.1k 463.39
2025-12-31 $1.0M 2.1k 480.70
2025-09-30 $1.3M 2.8k 463.90
2025-06-30 $1.2M 2.8k 440.77
2025-03-31 $1.2M 2.8k 419.91
2024-12-31 $800k 1.9k 425.52