DIA — SPDR DOW JONES INDL AVERAGE

Ownership history in Beta Wealth Group, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in SPDR DOW JONES INDL AVERAGE (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2025 Q4)
Avg. % of fund
1.31%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,946 -78 -1.1% 1.34% $3.3M $478.77
2025 Q3 INITIATED 7,024 — — 1.29% $3.3M $460.26
% of Fund (quarterly)    DIA price (monthly, adj. close)

Other funds also holding DIA

As of 2025 Q4 — sorted by position size

CHARTIST INC /CA/ 3Y 7Y 19.86% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 14.92% TCM Advisors, LLC 3Y 13.09% Latko Wealth Management, Ltd. 12.47% CM WEALTH ADVISORS LLC 11.87% Mine & Arao Wealth Creation & Management, LLC. 3Y 10.0% Berkshire Money Management, Inc. 3Y 7Y 9.47% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 8.38% WASHBURN CAPITAL MANAGEMENT, INC. 3Y 6.78% KW WEALTH MANAGEMENT LLC 6.63%
← Back to Beta Wealth Group, Inc. Holdings