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Intergy Private Wealth, LLC → DIA
Intergy Private Wealth, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
4
Latest value
$5.1M
Q3 2026
Peak value
$7.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.7M |
| Q1 2026 | $7.5M |
| Q2 2026 | $5.3M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 10.0K | — | — |
| Q2 2026 | $5.3M | 10.1K | — | — |
| Q1 2026 | $7.5M | 16.3K | — | — |
| Q4 2025 | $7.7M | 16.0K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M