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Worth Asset Management, LLC → DIA

Worth Asset Management, LLC DIA Position History

State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services

Quarters held
6
Latest value
$6.5M
Q3 2026
Peak value
$7.4M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$10K
Q1 2026$149K
Q1 2026$3.8M
Q1 2026$7.4M
Q3 2026$225K
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M12.7K——
Q3 2026$225K442——
Q1 2026$7.4M16.0K——
Q1 2026$3.8M8.1K——
Q1 2026$149K322——
Q1 2026$10K21——

Other funds holding DIA

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$13.3M