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Lewis Asset Management, LLC → DIA
Lewis Asset Management, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q4 2025 | $4.1M |
| Q1 2026 | $3.9M |
| Q2 2026 | $4.5M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 8.5K | — | — |
| Q2 2026 | $4.5M | 8.5K | — | — |
| Q1 2026 | $3.9M | 8.5K | — | — |
| Q4 2025 | $4.1M | 8.5K | — | — |
| Q3 2025 | $3.9M | 8.4K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M