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4WEALTH ADVISORS, INC. → DIA

4WEALTH ADVISORS, INC. DIA Position History

State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services

Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$258K
Q4 2025$247K
Q1 2026$277K
Q2 2026$386K
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M4.0K——
Q2 2026$386K739——
Q1 2026$277K614——
Q4 2025$247K513——
Q3 2025$258K557——

Other funds holding DIA

Other 4WEALTH ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$16.9M
STT-PG

SPDR SERIES TRUST

$7.2M
STT-PG

SPDR SERIES TRUST

$6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M