LIBERTY 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 1,007 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q2 2023. The put-call ratio across all filers is 1.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q3 2023$312
-99.9%
933
+46.0%
0.08%
+44.4%
Q2 2023$219,554
-1.1%
639
-4.2%
0.05%
+17.4%
Q1 2023$221,901
+9.3%
667
+0.9%
0.05%
-43.9%
Q2 2022$203,000
-10.6%
661
+0.9%
0.08%0.0%
Q1 2022$227,000
-4.6%
6550.0%0.08%
+720.0%
Q4 2021$238,000
-18.8%
655
-24.3%
0.01%
-90.5%
Q3 2021$293,000
+29.1%
865
-9.9%
0.10%
+19.3%
Q2 2021$227,000
+15.2%
960
+46.8%
0.09%
-8.3%
Q1 2021$197,0000.0%6540.0%0.10%0.0%
Q4 2020$197,000
+3.1%
654
-5.1%
0.10%
-15.0%
Q3 2020$191,000
-13.2%
689
-19.1%
0.11%
-27.1%
Q2 2020$220,000
+7.3%
852
-9.0%
0.16%
-13.4%
Q1 2020$205,000
-24.4%
936
-1.6%
0.18%
-16.4%
Q4 2019$271,000
+5.9%
951
+0.1%
0.21%
-11.6%
Q3 2019$256,000
-33.9%
950
-34.8%
0.24%
-28.6%
Q2 2019$387,000
+90.6%
1,456
+85.5%
0.34%
+121.6%
Q1 2019$203,000
-10.6%
785
-19.5%
0.15%
-9.5%
Q4 2018$227,0009750.17%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q2 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