Castle Rock 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 612 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q3 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$967,119
-2.6%
2,8960.0%0.32%
-4.1%
Q2 2023$992,778
-2.9%
2,896
-4.9%
0.34%
-7.1%
Q1 2023$1,022,084
-2.5%
3,044
-1.5%
0.36%
-22.2%
Q4 2022$1,048,622
+49.0%
3,090
+28.3%
0.47%
+32.1%
Q3 2022$704,000
-10.4%
2,408
-3.8%
0.36%
-11.5%
Q2 2022$786,000
-27.8%
2,502
-19.7%
0.40%
-19.8%
Q1 2022$1,088,000
+1.4%
3,117
-0.6%
0.50%
+14.2%
Q4 2021$1,073,000
-8.5%
3,135
-2.6%
0.44%
+9.0%
Q3 2021$1,173,000
+16.4%
3,219
+12.6%
0.40%
+8.6%
Q2 2021$1,008,000
+10.2%
2,858
+5.6%
0.37%
+0.3%
Q1 2021$915,000
+37.6%
2,706
+26.2%
0.37%
+33.7%
Q4 2020$665,000
-42.4%
2,145
-45.6%
0.28%
-73.5%
Q4 2019$1,155,000
+21.8%
3,942
+15.3%
1.04%
+5.7%
Q3 2019$948,000
+55.7%
3,419
+50.2%
0.98%
+45.7%
Q2 2019$609,000
+158.1%
2,277
+147.0%
0.68%
+80.3%
Q3 2018$236,000
-41.1%
922
-44.1%
0.38%
-31.4%
Q2 2018$401,000
-9.1%
1,650
-9.6%
0.55%
-25.0%
Q1 2018$441,000
-21.0%
1,825
-19.1%
0.73%
-32.9%
Q4 2017$558,0002,2551.09%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q3 2018
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 172,357$57,730,84534.24%
ARKANSAS FINANCIAL GROUP, INC. 232,214$77,779,98115.84%
CM WEALTH ADVISORS LLC 109,584$38,181,25714.72%
Horizon Wealth Management, LLC 101,080$33,856,84313.60%
Select Asset Management & Trust 68,142$22,82413.26%
Mine & Arao Wealth Creation & Management, LLC. 53,787$18,015,84910.96%
Echo45 Advisors LLC 36,172$12,115,87810.27%
WASHBURN CAPITAL MANAGEMENT, INC. 35,628$11,933,64510.08%
Berkshire Money Management, Inc. 198,564$66,509,02010.07%
MKT Advisors LLC 37,858$12,648,1099.59%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders