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Heck Capital Advisors, LLC → DIA

Heck Capital Advisors, LLC DIA Position History

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

Quarters held
5
Latest value
$58.5M
Q3 2026
Peak value
$58.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$39M
Q4 2025$51.7M
Q1 2026$48.8M
Q2 2026$57.4M
Q3 2026$58.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$58.5M115.0K——
Q2 2026$57.4M109.7K——
Q1 2026$48.8M105.3K——
Q4 2025$51.7M107.4K——
Q3 2025$39M84.0K——

Other funds holding DIA

Other Heck Capital Advisors, LLC positions

ETHA

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$271.2M
ETHA

ISHARES TR

$265.7M
ETHA

ISHARES TR

$206.3M
ETHA

ISHARES TR

$194.2M
ETHA

ISHARES TR

$189.7M
VGES

VANGUARD INDEX FDS

$134.8M
VGES

VANGUARD INDEX FDS

$129.2M
VGES

VANGUARD INDEX FDS

$120.1M