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SPDR Dow Jones Industrial Average ETF shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $770k 1.7k 463.74
2025-06-30 $705k 1.6k 440.65
2025-03-31 $367k 874 419.88
2024-12-31 $374k 880 425.50
2024-09-30 $232k 548 423.12