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RETIREMENT FINANCIAL SOLUTIONS, LLC → DIA
RETIREMENT FINANCIAL SOLUTIONS, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
7
Latest value
$13.6M
Q3 2026
Peak value
$17M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $9.3M |
| Q2 2025 | $12.5M |
| Q3 2025 | $15.2M |
| Q4 2025 | $17M |
| Q1 2026 | $11.2M |
| Q2 2026 | $13.6M |
| Q3 2026 | $13.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.6M | 26.7K | — | — |
| Q2 2026 | $13.6M | 25.9K | — | — |
| Q1 2026 | $11.2M | 24.1K | — | — |
| Q4 2025 | $17M | 35.4K | — | — |
| Q3 2025 | $15.2M | 32.7K | — | — |
| Q2 2025 | $12.5M | 28.3K | — | — |
| Q1 2025 | $9.3M | 22.1K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M