DIA SPDR DOW JONES IND UT SER 1 ETF

Ownership history in Fortune 45 LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Fortune 45 LLC reported a position in SPDR DOW JONES IND UT SER 1 ETF (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
6.51% (2022 Q2)
Avg. % of fund
3.02%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,241 +17 +0.2% 1.91% $4.0M $478.77
2025 Q3 ADDED 8,224 +25 +0.3% 1.93% $3.8M $460.26
2025 Q2 ADDED 8,199 +2 +0.0% 2.08% $3.6M $435.66
2025 Q1 ADDED 8,197 +31 +0.4% 2.25% $3.4M $413.43
2024 Q4 ADDED 8,166 +22 +0.3% 2.27% $3.5M $417.39
2024 Q3 REDUCED 8,144 -97 -1.2% 2.44% $3.4M $413.46
2024 Q2 REDUCED 8,241 -5 -0.1% 2.46% $3.2M $380.58
2024 Q1 ADDED 8,246 +34 +0.4% 2.69% $3.3M $385.39
2023 Q4 REDUCED 8,212 -28 -0.3% 2.83% $3.1M $363.50
2023 Q3 REDUCED 8,240 -253 -3.0% 2.76% $2.8M $321.51
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DIA price (monthly, adj. close)
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