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Creative Planning DIA Position History

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

Quarters held
15
Latest value
$941K
Q3 2026
Peak value
$58.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$779K
Q3 2025$49.6M
Q3 2025$944K
Q4 2025$914K
Q4 2025$51.9M
Q4 2025$807K
Q1 2026$778K
Q1 2026$50.3M
Q1 2026$981K
Q2 2026$877K
Q2 2026$58M
Q2 2026$1M
Q3 2026$854K
Q3 2026$58.2M
Q3 2026$941K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$941K20.3K——
Q3 2026$58.2M114.4K——
Q3 2026$854K1.7K——
Q2 2026$1M20.8K——
Q2 2026$58M111.0K——
Q2 2026$877K1.7K——
Q1 2026$981K21.4K——
Q1 2026$50.3M108.6K——
Q1 2026$778K1.7K——
Q4 2025$807K1.7K——
Q4 2025$51.9M107.9K——
Q4 2025$914K20.3K——
Q3 2025$944K20.6K——
Q3 2025$49.6M106.9K——
Q3 2025$779K1.7K——

Other funds holding DIA

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning DIA Holdings: 13F Position History | Track13F