DIA SPDR DOW

Ownership history in IFG Advisory, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in SPDR DOW (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
1.11% (2020 Q3)
Avg. % of fund
0.79%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,808 -3,856 -11.1% 0.65% $14.8M $478.77
2025 Q3 ADDED 34,664 +1,265 +3.8% 0.73% $16.1M $460.26
2025 Q2 ADDED 33,399 +2,004 +6.4% 0.74% $14.7M $435.66
2025 Q1 ADDED 31,395 +220 +0.7% 0.73% $13.2M $413.43
2024 Q4 ADDED 31,175 +686 +2.2% 0.75% $13.3M $417.39
2024 Q3 ADDED 30,489 +1,971 +6.9% 0.82% $12.9M $413.46
2024 Q2 REDUCED 28,518 -1,586 -5.3% 0.72% $11.2M $380.58
2024 Q1 REDUCED 30,104 -90 -0.3% 0.89% $12.0M $385.39
2023 Q4 ADDED 30,194 +4 +0.0% 0.83% $11.4M $363.50
2023 Q3 ADDED 30,190 +865 +2.9% 0.85% $10.1M $321.51
23 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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