Monterey Private Wealth, Inc. - 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 1,024 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
Monterey Private Wealth, Inc. ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q2 2024$331,969
-1.5%
849
+0.2%
0.12%
-8.1%
Q1 2024$336,859
+5.8%
847
+0.2%
0.14%
-6.2%
Q4 2023$318,492
+12.8%
845
+0.2%
0.14%
+1.4%
Q3 2023$282,354
-2.4%
843
+0.2%
0.14%
+1.4%
Q2 2023$289,232
+3.6%
841
+0.2%
0.14%
-2.1%
Q1 2023$279,085
+8.7%
839
+8.3%
0.14%
+2.9%
Q4 2022$256,751
+25.9%
775
+11.0%
0.14%
+13.9%
Q3 2022$204,000
-5.1%
698
+0.1%
0.12%
-0.8%
Q2 2022$215,000
-12.2%
697
+0.1%
0.12%
+4.2%
Q1 2022$245,000
-3.2%
6960.0%0.12%
-5.6%
Q4 2021$253,0000.0%696
-5.7%
0.12%
-12.0%
Q3 2021$253,000
-0.4%
738
+0.1%
0.14%
-2.7%
Q2 2021$254,000
+1.6%
7370.0%0.15%
+5.8%
Q1 2021$250,000
+11.1%
737
+0.3%
0.14%
+6.2%
Q4 2020$225,000
+10.3%
735
+0.1%
0.13%
-0.8%
Q3 2020$204,0007340.13%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q2 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 156,392$41,577,00023.71%
ARKANSAS FINANCIAL GROUP, INC. 226,195$60,133,00022.26%
TAIYO LIFE INSURANCE CO 160,000$42,536,00021.60%
Trellus Management Company, LLC 50,000$13,293,00018.00%
Probabilities Fund Management, LLC 26,600$7,072,00016.14%
Circle Road Advisors LP 23,824$6,334,0009.24%
CHARTIST INC /CA/ 53,382$14,191,588,0008.99%
Financial Advisory Group 124,192$33,815,0008.94%
Eagle Capital Management, LLC 58,912$15,662,0008.48%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 340,000$90,389,0007.14%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders