Back to DIA

Beacon Capital Management, LLC → DIA

Beacon Capital Management, LLC DIA Position History

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

Quarters held
5
Latest value
$13.3M
Q3 2026
Peak value
$21.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$21.2M
Q4 2025$20.3M
Q1 2026$16.3M
Q2 2026$15.7M
Q3 2026$13.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.3M26.2K——
Q2 2026$15.7M30.1K——
Q1 2026$16.3M35.1K——
Q4 2025$20.3M42.3K——
Q3 2025$21.2M45.8K——

Other funds holding DIA

Other Beacon Capital Management, LLC positions

SPY

SPDR S&P 500 ETF TR

$134M
SPY

SPDR S P 500 ETF TR

$130.5M
SPY

STATE STR SPDR S P 500 ETF T

$108.5M
SPY

STATE STR SPDR S&P 500 ETF T

$105.1M
SPY

STATE STR SPDR S&P 500 ETF T

$93.8M
QQQ

INVESCO QQQ TR

$74.7M
QQQ

INVESCO QQQ TR

$69.3M
VGES

VANGUARD WORLD FD

$66.6M