DIA — SPDR DOW JONES INDL AVERAGE

Ownership history in LVZ, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which LVZ, 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
0.03% (2022 Q4)
Avg. % of fund
0.03%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 470 — 0% 0.02% $218K $461.25
2025 Q2 REDUCED 470 -163 -25.8% 0.02% $207K $436.60
2023 Q1 ADDED 633 +1 +0.2% 0.03% $211K $316.83
2022 Q4 INITIATED 632 — — 0.03% $210K —
% 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%
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