WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
DIA holding history
SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DIA overviewAll 13F holders of DIAFull Q3 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −1,517−100.0% | Sold out | Holders |
| Q4 2024 | 1,517 | $645.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,517 | $641.9K | <0.1% | −40−2.6% | Reduced | Holders |
| Q2 2024 | 1,557 | $609.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,557 | $619.3K | <0.1% | −45−2.8% | Reduced | Holders |
| Q4 2023 | 1,602 | $603.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,602 | $536.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,602 | $550.8K | <0.1% | −196−10.9% | Reduced | Holders |
| Q1 2023 | 1,798 | $598.1K | 0.1% | +83+4.8% | Added | Holders |
| Q4 2022 | 1,715 | $568.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,715 | $493.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 1,715 | $528.0K | 0.1% | +1,715 | New | Holders |