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Amplius Wealth Advisors, LLC → DIA
Amplius Wealth Advisors, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
4
Latest value
$12.7M
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.1M |
| Q1 2026 | $12.2M |
| Q2 2026 | $13.6M |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 24.9K | — | — |
| Q2 2026 | $13.6M | 25.9K | — | — |
| Q1 2026 | $12.2M | 26.3K | — | — |
| Q4 2025 | $12.1M | 25.2K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M