Evercore 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 483 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q1 2017. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$640,424
-8.1%
1,912
-5.7%
0.01%
-7.7%
Q2 2023$696,984
+3.4%
2,0270.0%0.01%0.0%
Q1 2023$674,221
+0.4%
2,0270.0%0.01%
-7.1%
Q4 2022$671,606
+15.4%
2,0270.0%0.01%
+7.7%
Q3 2022$582,000
-6.7%
2,0270.0%0.01%0.0%
Q2 2022$624,000
-11.2%
2,0270.0%0.01%
+8.3%
Q1 2022$703,000
-1.1%
2,027
+3.6%
0.01%0.0%
Q4 2021$711,000
+7.4%
1,9570.0%0.01%0.0%
Q3 2021$662,000
-1.9%
1,9570.0%0.01%0.0%
Q2 2021$675,000
+4.5%
1,9570.0%0.01%
-7.7%
Q1 2021$646,000
-0.2%
1,957
-7.6%
0.01%
-7.1%
Q4 2020$647,000
-34.8%
2,117
-40.8%
0.01%
-41.7%
Q3 2020$993,000
+7.7%
3,5770.0%0.02%
-4.0%
Q2 2020$922,000
+17.5%
3,5770.0%0.02%
-3.8%
Q1 2020$785,000
-23.8%
3,577
-1.0%
0.03%
-7.1%
Q4 2019$1,030,000
+6.0%
3,6120.0%0.03%
-3.4%
Q3 2019$972,000
+1.2%
3,6120.0%0.03%0.0%
Q2 2019$960,000
+0.6%
3,612
-1.9%
0.03%
-6.5%
Q1 2019$954,000
+11.2%
3,6810.0%0.03%
-3.1%
Q4 2018$858,000
-13.0%
3,681
-1.3%
0.03%0.0%
Q3 2018$986,000
+8.8%
3,7310.0%0.03%
+3.2%
Q2 2018$906,000
+0.6%
3,7310.0%0.03%
-8.8%
Q1 2018$901,000
-2.4%
3,7310.0%0.03%0.0%
Q4 2017$923,000
+10.5%
3,7310.0%0.03%
+3.0%
Q3 2017$835,000
+4.8%
3,731
-0.3%
0.03%
+6.5%
Q2 2017$797,000
+3.2%
3,7420.0%0.03%
+3.3%
Q1 2017$772,000
+6.2%
3,742
+1.7%
0.03%0.0%
Q4 2016$727,000
+8.0%
3,6800.0%0.03%
+7.1%
Q3 2016$673,000
-5.6%
3,680
-7.5%
0.03%
-12.5%
Q2 2016$713,000
+1.4%
3,9800.0%0.03%
+3.2%
Q1 2016$703,000
+1.6%
3,9800.0%0.03%
-3.1%
Q4 2015$692,000
+6.8%
3,9800.0%0.03%
+3.2%
Q3 2015$648,000
-7.4%
3,9800.0%0.03%
-3.1%
Q2 2015$700,000
+55.2%
3,980
+56.7%
0.03%
+52.4%
Q1 2015$451,000
+4.2%
2,5400.0%0.02%
-4.5%
Q3 2014$433,000
+1.6%
2,5400.0%0.02%0.0%
Q2 2014$426,000
+4.2%
2,540
+2.0%
0.02%
-4.3%
Q1 2014$409,000
-1.0%
2,4900.0%0.02%0.0%
Q4 2013$413,000
-2.4%
2,490
-11.1%
0.02%
-4.2%
Q3 2013$423,000
+1.7%
2,8000.0%0.02%0.0%
Q2 2013$416,0002,8000.02%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q1 2017
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 172,357$57,730,84534.24%
ARKANSAS FINANCIAL GROUP, INC. 232,214$77,779,98115.84%
CM WEALTH ADVISORS LLC 109,584$38,181,25714.72%
Horizon Wealth Management, LLC 101,080$33,856,84313.60%
Select Asset Management & Trust 68,142$22,82413.26%
Mine & Arao Wealth Creation & Management, LLC. 53,787$18,015,84910.96%
Echo45 Advisors LLC 36,172$12,115,87810.27%
WASHBURN CAPITAL MANAGEMENT, INC. 35,628$11,933,64510.08%
Berkshire Money Management, Inc. 198,564$66,509,02010.07%
MKT Advisors LLC 37,858$12,648,1099.59%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders