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KELLEHER FINANCIAL ADVISORS → DIA
KELLEHER FINANCIAL ADVISORS DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
6
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $3.9M |
| Q1 2026 | $3.8M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.9M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 8.0K | — | — |
| Q2 2026 | $1.9M | 3.7K | — | — |
| Q2 2026 | $1.3M | 2.6K | — | — |
| Q1 2026 | $3.8M | 8.1K | — | — |
| Q4 2025 | $3.9M | 8.1K | — | — |
| Q3 2025 | $3.8M | 8.1K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M