Waverly Advisors, 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 1,004 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q4 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$954,517
+6.9%
2,850
+9.8%
0.04%
+7.7%
Q2 2023$892,782
+4.2%
2,596
+0.7%
0.04%
-13.3%
Q1 2023$857,162
-7.3%
2,577
-7.7%
0.04%
-11.8%
Q4 2022$924,842
+25.0%
2,791
+8.3%
0.05%
-1.9%
Q3 2022$740,000
-6.7%
2,5770.0%0.05%
-28.8%
Q2 2022$793,000
+94.4%
2,577
+118.9%
0.07%
+108.6%
Q1 2022$408,000
-0.2%
1,1770.0%0.04%0.0%
Q4 2021$409,000
-3.3%
1,1770.0%0.04%
-2.8%
Q3 2021$423,000
+1.2%
1,1770.0%0.04%
-7.7%
Q2 2021$418,000
+4.0%
1,1770.0%0.04%
-2.5%
Q1 2021$402,000
+28.8%
1,177
-17.4%
0.04%
-24.5%
Q1 2020$312,000
-82.3%
1,425
-86.7%
0.05%
-93.3%
Q1 2014$1,761,000
-22.1%
10,722
-21.5%
0.80%
+0.1%
Q4 2013$2,261,000
+804.4%
13,665
+726.7%
0.80%
+521.1%
Q3 2013$250,000
+12.1%
1,653
+10.0%
0.13%
-0.8%
Q2 2013$223,0001,5030.13%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q4 2022
NameSharesValueWeighting ↓
WESTON CAPITAL MANAGEMENT INC 115,643$17,462,00022.78%
Financial Advisory Group 232,709$35,139,00021.97%
Berkshire Money Management, Inc. 352,788$47,291,00020.56%
STEWARD CAPITAL MANAGEMENT/ 77,600$11,718,00015.84%
Columbus Hill Capital Management, L.P. 1,485,000$224,235,00012.14%
National Mutual Insurance Federation of Agricultural Cooperatives 1,177,365$177,782,00011.96%
Kovack Advisors, Inc. 14,679$2,216,00011.39%
CUMBERLAND ADVISORS INC 114,950$17,357,00010.28%
Richard C. Young & CO., LTD. 242,027$36,546,0008.29%
MIZUHO SECURITIES USA LLC 821,102$123,958,0007.88%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders