DIA β€” SPDR DOW JONES INDL AVERAGE

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  Β·  7 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported SPDR DOW JONES INDL AVERAGE (DIA) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.96% in 2025 Q4. The latest visible filing shows DIA at 2.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMITHBRIDGE ASSET MANAGEMENT INC/DE's position in SPDR DOW JONES INDL AVERAGE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIA was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SMITHBRIDGE ASSET MANAGEMENT INC/DE held DIA β€” position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 72,131 +35,981 +99.5% 2.96% $34.7M 2026-02-14 (Est.) $493.60
2025 Q3 ADDED 36,150 +101 +0.3% 2.44% $16.8M 2025-10-29 $472.96
2025 Q2 ADDED 36,049 +329 +0.9% 2.78% $15.9M 2025-07-29 $441.61
2025 Q1 ADDED 35,720 +36 +0.1% 2.78% $15.0M 2025-04-16 $390.68
2024 Q3 ADDED 35,684 +98 +0.3% 2.60% $15.1M 2024-10-24 $414.25
2024 Q2 ADDED 35,586 +14,147 +66.0% 2.89% $13.9M 2024-07-19 $392.27
2024 Q1 INITIATED 21,439 β€” β€” 1.76% $8.5M 2024-05-03 $374.94

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and DIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning DIA?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported DIA across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DIA position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for DIA was 2.96% in 2025 Q4.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2025 Q4, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 72,131 shares, equal to 2.96% of portfolio, with an estimated market value of $34.7M.

What does the chart on this DIA ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE's quarterly DIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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