Perigon 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 948 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q4 2021. The put-call ratio across all filers is 2.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$1,032,316
-52.6%
3,082
-51.3%
0.04%
-2.3%
Q2 2023$2,178,044
+111.8%
6,334
+104.9%
0.04%
-25.9%
Q1 2023$1,028,461
-21.2%
3,092
-21.5%
0.06%
+45.0%
Q4 2022$1,304,778
+72.1%
3,938
+49.3%
0.04%
-39.4%
Q3 2022$758,000
-7.1%
2,637
-0.6%
0.07%
-2.9%
Q2 2022$816,000
+38.8%
2,652
+56.4%
0.07%
+61.9%
Q1 2022$588,000
+4.8%
1,696
+9.8%
0.04%
+5.0%
Q4 2021$561,000
+23.3%
1,544
+14.9%
0.04%
+2.6%
Q3 2021$455,000
-1.9%
1,3440.0%0.04%
-4.9%
Q2 2021$464,000
+4.5%
1,3440.0%0.04%
-8.9%
Q1 2021$444,000
+5.7%
1,344
-2.1%
0.04%
-8.2%
Q4 2020$420,000
+7.1%
1,373
-2.8%
0.05%
-10.9%
Q3 2020$392,000
-54.4%
1,413
-57.6%
0.06%
-59.6%
Q2 2020$859,000
+4.1%
3,333
-4.2%
0.14%
-11.7%
Q1 2020$825,000
+8.8%
3,478
+31.9%
0.15%
+133.3%
Q3 2011$758,0002,6370.07%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q4 2021
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