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SPDR Dow Jones Industrial Average ETF shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $695k 1.5k 463.19
2025-09-30 $717k 1.5k 463.74
2025-06-30 $681k 1.5k 440.65
2025-03-31 $649k 1.5k 419.88
2024-12-31 $657k 1.5k 425.50

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View all positions for Roehl & Yi Investment Advisors

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Jane Street
Citadel Advisors
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Millennium Management
UBS Group
Royal Bank of Canada
Squarepoint Ops
Bank Of Montreal
Colony
Ameriprise Financial

View all funds holding SPDR Dow Jones Industrial Average ETF