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SPDR Dow Jones Industrial Average ETF shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 6.4k 376.85
2023-09-30 $2.2M 6.6k 334.97
2023-06-30 $2.2M 6.5k 343.84
2023-03-31 $2.2M 6.5k 332.62
2022-12-31 $2.1M 6.4k 331.32
2022-09-30 $1.8M 6.4k 287.21
2022-06-30 $2.0M 6.4k 307.84
2022-03-31 $2.2M 6.4k 346.88
2021-12-31 $2.3M 6.3k 363.23
2021-09-30 $2.0M 5.9k 338.23
2021-06-30 $1.9M 5.5k 344.93
2021-03-31 $2.4M 7.1k 330.11
2020-12-31 $2.2M 7.1k 305.72
2020-09-30 $2.3M 8.4k 277.45
2020-06-30 $1.8M 6.8k 257.85
2020-03-31 $1.5M 6.9k 219.17
2019-12-31 $1.9M 6.8k 285.10
2019-09-30 $1.0M 3.8k 269.30
2019-06-30 $999k 3.8k 265.83
2019-03-31 $971k 3.7k 259.14
2018-12-31 $772k 3.3k 233.09

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding SPDR Dow Jones Industrial Average ETF

Citadel Advisors
Bank of America Corporation
Goldman Sachs Group
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
Flat Footed
Citigroup
UBS Group
Jane Street
Balyasny Asset Management
Bank Of Montreal
Gts Securities
Parallax Volatility Advisers
Churchill Management Corp.

View all funds holding SPDR Dow Jones Industrial Average ETF