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Clarity Wealth Advisors, LLC → DIA
Clarity Wealth Advisors, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
5
Latest value
$23.5M
Q3 2026
Peak value
$23.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.2M |
| Q4 2025 | $19.8M |
| Q1 2026 | $20.2M |
| Q2 2026 | $23.7M |
| Q3 2026 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.5M | 46.2K | — | — |
| Q2 2026 | $23.7M | 45.3K | — | — |
| Q1 2026 | $20.2M | 43.7K | — | — |
| Q4 2025 | $19.8M | 41.1K | — | — |
| Q3 2025 | $18.2M | 39.2K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M