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Concurrent Investment Advisors, LLC → DIA
Concurrent Investment Advisors, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
14
Latest value
$20.2M
Q3 2026
Peak value
$20.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.9M |
| Q4 2025 | $10K |
| Q4 2025 | $18.6M |
| Q4 2025 | $786K |
| Q1 2026 | $845K |
| Q1 2026 | $21K |
| Q1 2026 | $17.2M |
| Q2 2026 | $966K |
| Q2 2026 | $248K |
| Q2 2026 | $157K |
| Q2 2026 | $19.8M |
| Q3 2026 | $1.6M |
| Q3 2026 | $124K |
| Q3 2026 | $20.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.2M | 39.7K | — | — |
| Q3 2026 | $124K | 245 | — | — |
| Q3 2026 | $1.6M | 33.5K | — | — |
| Q2 2026 | $19.8M | 38.0K | — | — |
| Q2 2026 | $157K | 300 | — | — |
| Q2 2026 | $248K | 475 | — | — |
| Q2 2026 | $966K | 19.4K | — | — |
| Q1 2026 | $17.2M | 37.2K | — | — |
| Q1 2026 | $21K | 46 | — | — |
| Q1 2026 | $845K | 18.5K | — | — |
| Q4 2025 | $786K | 17.5K | — | — |
| Q4 2025 | $18.6M | 38.8K | — | — |
| Q4 2025 | $10K | 21 | — | — |
| Q3 2025 | $16.9M | 36.5K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M