DIA — SPDR DOW JONES INDL AVERAGE

Ownership history in OPTIMA CAPITAL LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC 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
0.51% (2025 Q1)
Avg. % of fund
0.44%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,728 — 0% 0.39% $804K $461.25
2025 Q2 UNCHANGED 1,728 — 0% 0.41% $764K $436.60
2025 Q1 INITIATED 1,728 — — 0.51% $737K $414.32
% 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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