Heritage Wealth Advisors - 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
Heritage Wealth Advisors ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$239,154
-2.6%
7140.0%0.01%0.0%
Q2 2023$245,509
+3.4%
7140.0%0.01%0.0%
Q1 2023$237,491
-4.3%
714
-4.7%
0.01%
-7.1%
Q4 2022$248,166
+15.4%
7490.0%0.01%
-12.5%
Q3 2022$215,000
-6.9%
7490.0%0.02%0.0%
Q2 2022$231,000
-15.7%
749
-5.1%
0.02%
+6.7%
Q1 2022$274,000
-4.5%
7890.0%0.02%
-6.2%
Q4 2021$287,000
-99.9%
7890.0%0.02%0.0%
Q3 2021$266,911,000
-5.5%
789
-3.7%
0.02%
-5.9%
Q2 2021$282,514,000
+121.7%
819
+112.2%
0.02%
+112.5%
Q1 2021$127,449,000
+107907.6%
3860.0%0.01%
+14.3%
Q4 2020$118,000
-99.9%
3860.0%0.01%
-50.0%
Q3 2020$107,115,000
+7.5%
386
-93.4%
0.01%0.0%
Q2 2020$99,637,000
+4.2%
5,865
+1245.2%
0.01%
-17.6%
Q1 2020$95,584,000
-37.2%
436
-18.4%
0.02%
-15.0%
Q4 2019$152,243,000
+287150.9%
534
+168.3%
0.02%
+150.0%
Q3 2019$53,000
-99.9%
1990.0%0.01%0.0%
Q2 2019$52,904,000
+2.6%
1990.0%0.01%0.0%
Q1 2019$51,567,000
+112002.2%
1990.0%0.01%
-11.1%
Q4 2018$46,000
-11.5%
1990.0%0.01%
-10.0%
Q3 2018$52,0001990.01%
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