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 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
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 Q3 2023
NameSharesValueWeighting ↓
Probabilities Fund Management, LLC 21,000$6,422,00020.09%
ARKANSAS FINANCIAL GROUP, INC. 226,728$69,331,00017.68%
CHARTIST INC /CA/ 102,422$31,319,723,00016.35%
STEEL GROVE CAPITAL ADVISORS, LLC 130,885$40,023,00013.07%
PIERSHALE FINANCIAL GROUP, INC. 88,423$27,039,00012.99%
AAF Wealth Management, LLC 44,290$13,546,00012.27%
Berkshire Money Management, Inc. 217,419$66,485,00012.27%
Mine & Arao Wealth Creation & Management, LLC. 48,871$14,944,00010.73%
WASHBURN CAPITAL MANAGEMENT, INC. 46,753$14,297,0009.94%
Davidson Capital Management Inc. 54,373$16,627,0009.36%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders