Regent Peak Wealth Advisors »

SPDR Dow Jones Industrial Average ETF shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak 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 Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $242k 569 425.40
2024-09-30 $242k 573 423.02
2020-12-31 $121k 396 305.56

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Russell 1000 Growth Etf Etf (IWF)
Tesla Stock (TSLA)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)

View all positions for Regent Peak Wealth Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Wolverine Trading
Jane Street
International Assets Investment Management
Bank of America Corporation
Citadel Advisors
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Citigroup
Jpmorgan Chase & Co
Churchill Management Corp.
Bnp Paribas Arbitrage, Snc
Jump Financial
Envestnet Asset Management

View all funds holding SPDR Dow Jones Industrial Average ETF