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Modera Wealth Management, LLC → DIA
Modera Wealth Management, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q3 2025 | $1.7M |
| Q4 2025 | $9.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $9.3M |
| Q1 2026 | $1.5M |
| Q2 2026 | $9.8M |
| Q2 2026 | $1.6M |
| Q3 2026 | $9.1M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 2.8K | — | — |
| Q3 2026 | $9.1M | 196.3K | — | — |
| Q2 2026 | $1.6M | 3.1K | — | — |
| Q2 2026 | $9.8M | 197.9K | — | — |
| Q1 2026 | $1.5M | 3.2K | — | — |
| Q1 2026 | $9.3M | 204.1K | — | — |
| Q4 2025 | $1.5M | 3.2K | — | — |
| Q4 2025 | $9.4M | 207.8K | — | — |
| Q3 2025 | $1.7M | 3.7K | — | — |
| Q3 2025 | $9.6M | 210.1K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M