Back to DIA
Compass Planning Associates Inc → DIA
Compass Planning Associates Inc DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
5
Latest value
$707K
Q3 2026
Peak value
$726K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $518K |
| Q4 2025 | $536K |
| Q1 2026 | $517K |
| Q2 2026 | $726K |
| Q3 2026 | $707K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $707K | 1.4K | — | — |
| Q2 2026 | $726K | 1.4K | — | — |
| Q1 2026 | $517K | 1.1K | — | — |
| Q4 2025 | $536K | 1.1K | — | — |
| Q3 2025 | $518K | 1.1K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M