WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q4 2023$242,506
+101.3%
643
+83.7%
0.02%
+47.1%
Q2 2023$120,469
+3.4%
3500.0%0.02%
+30.8%
Q1 2023$116,510
-70.2%
350
-68.6%
0.01%
-50.0%
Q4 2021$391,000
-4.2%
1,113
-2.5%
0.03%
-3.7%
Q3 2021$408,000
-4.2%
1,141
-5.0%
0.03%
-10.0%
Q2 2021$426,000
+1.2%
1,201
-2.6%
0.03%
-9.1%
Q1 2021$421,000
+9.9%
1,2330.0%0.03%0.0%
Q4 2020$383,000
-10.5%
1,233
-16.2%
0.03%
-21.4%
Q3 2020$428,000
+4.1%
1,4710.0%0.04%
-2.3%
Q2 2020$411,000
+18.1%
1,4710.0%0.04%
-4.4%
Q1 2020$348,000
-13.2%
1,471
+8.5%
0.04%
-4.3%
Q4 2019$401,000
+6.4%
1,3560.0%0.05%
-9.6%
Q3 2019$377,000
+5.6%
1,3560.0%0.05%
-3.7%
Q2 2019$357,000
-99.1%
1,356
+571.3%
0.05%
-62.8%
Q1 2017$41,604,000
-59.4%
202
-64.2%
0.14%
+339.4%
Q3 2016$102,536,000
+27.2%
565
-38.9%
0.03%
+230.0%
Q2 2016$80,635,000
+208.3%
925
+105.6%
0.01%
+150.0%
Q4 2015$26,151,0004500.00%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q3 2023
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