Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Smallwood Wealth Investment Management »

SPDR Dow Jones Industrial Average ETF shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Smallwood Wealth Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$70k	150	463.74
2025-06-30	$66k	150	440.65
2025-03-31	$63k	150	419.88

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)

Apple (AAPL)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Intercontinental Exchange (ICE)

Ea Series Trust Freedom 100 Em (FRDM)

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

Capital Group Dividend Value Shs Creation Uni (CGDV)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Wisdomtree Tr Intl Equity Fd (DWM)

New York Life Invts Active E Nyli Mackay Mun (MMIT)

Vanguard World Energy Etf (VDE)

Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International

Millennium Management

LPL Financial

Wells Fargo & Company

Churchill Management Corp.

View all funds holding SPDR Dow Jones Industrial Average ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z