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Sowell Financial Services LLC → DIA
Sowell Financial Services LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
10
Latest value
$8.3M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $219K |
| Q4 2025 | $8.6M |
| Q1 2026 | $237K |
| Q1 2026 | $7.8M |
| Q2 2026 | $271K |
| Q2 2026 | $8.5M |
| Q3 2026 | $423K |
| Q3 2026 | $212K |
| Q3 2026 | $8.3M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 16.2K | — | — |
| Q3 2026 | $8.3M | 16.2K | — | — |
| Q3 2026 | $212K | 4.6K | — | — |
| Q3 2026 | $423K | 9.1K | — | — |
| Q2 2026 | $8.5M | 16.3K | — | — |
| Q2 2026 | $271K | 5.4K | — | — |
| Q1 2026 | $7.8M | 16.9K | — | — |
| Q1 2026 | $237K | 5.2K | — | — |
| Q4 2025 | $8.6M | 17.9K | — | — |
| Q4 2025 | $219K | 4.9K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M