BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - SPDR DOW JONES INDL AVRG ETF ownership

SPDR DOW JONES INDL AVRG ETF's ticker is DIA and the CUSIP is 78467X109. A total of 992 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q3 2023. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$5,424,089
-3.3%
16,194
-0.8%
1.46%
-1.5%
Q2 2023$5,610,797
+2.8%
16,318
-0.5%
1.48%
-9.2%
Q1 2023$5,456,547
-0.2%
16,405
-0.6%
1.64%
-8.8%
Q4 2022$5,468,395
+13.7%
16,504
-1.4%
1.79%
+4.2%
Q3 2022$4,809,000
-6.9%
16,738
-0.3%
1.72%
-1.0%
Q2 2022$5,167,000
-10.9%
16,787
+0.3%
1.74%
+5.5%
Q1 2022$5,802,000
-8.2%
16,729
-3.8%
1.64%
-0.2%
Q4 2021$6,320,000
+4.9%
17,394
-2.0%
1.65%
-6.4%
Q3 2021$6,023,000
-2.7%
17,745
-1.1%
1.76%
-2.5%
Q2 2021$6,190,000
-5.3%
17,945
-9.3%
1.81%
-9.2%
Q1 2021$6,536,000
+9.3%
19,795
+1.3%
1.99%
-3.4%
Q4 2020$5,980,000
+9.0%
19,541
-1.1%
2.06%
-8.2%
Q3 2020$5,484,000
+8.4%
19,762
+0.6%
2.24%
-4.5%
Q2 2020$5,060,000
+12.8%
19,636
-4.0%
2.35%
-5.7%
Q1 2020$4,484,000
-29.6%
20,454
-8.5%
2.49%
-2.9%
Q4 2019$6,373,000
+41.3%
22,351
-26.4%
2.57%
-35.7%
Q2 2013$4,510,00030,3633.99%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q3 2023
NameSharesValueWeighting ↓
Crawford Lake Capital Management, LLC 80,000$26,506,40030.34%
Herr Investment Group LLC 1,483,000$491,362,39029.88%
BROADMARK ASSET MANAGEMENT LLC 39,992$13,250,54924.27%
CM WEALTH ADVISORS LLC 116,462$38,675,76819.74%
Berkshire Money Management, Inc. 337,746$111,905,43517.73%
ARKANSAS FINANCIAL GROUP, INC. 234,780$77,789,78517.05%
WASHBURN CAPITAL MANAGEMENT, INC. 55,938$18,533,92316.86%
Strategic Vision Investment Ltd 108,000$35,783,64012.86%
MKT Advisors LLC 47,783$16,234,79712.23%
Mine & Arao Wealth Creation & Management, LLC. 49,851$16,517,28912.23%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders