SAX WEALTH ADVISORS, 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 1,097 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q2 2024. The put-call ratio across all filers is 1.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q2 2024$702,222
-1.6%
1,795
+0.1%
0.07%
-19.3%
Q1 2024$713,759
+6.3%
1,794
+0.7%
0.08%
-24.5%
Q4 2023$671,415
+12.6%
1,782
+0.1%
0.11%
-6.8%
Q3 2023$596,379
-3.1%
1,781
-0.5%
0.12%
-4.1%
Q2 2023$615,455
+3.4%
1,790
+0.1%
0.12%
-4.7%
Q1 2023$595,005
-13.2%
1,789
-13.5%
0.13%
-18.4%
Q4 2022$685,627
+50.7%
2,069
+30.6%
0.16%
+35.0%
Q3 2022$455,000
-6.8%
1,5840.0%0.12%
-5.6%
Q2 2022$488,000
-11.1%
1,5840.0%0.12%
-6.8%
Q1 2022$549,000
-18.9%
1,584
-15.0%
0.13%
-5.7%
Q4 2021$677,000
+7.5%
1,863
+0.1%
0.14%
-6.0%
Q3 2021$630,000
-9.6%
1,862
-7.9%
0.15%
-37.2%
Q2 2021$697,000
+4.5%
2,0210.0%0.24%
-2.0%
Q1 2021$667,000
+8.1%
2,021
+0.1%
0.24%
-14.1%
Q4 2020$617,0002,0190.28%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q2 2024
NameSharesValueWeighting ↓
Allston Trading LLC 61,513$10,099,00059.75%
ARKANSAS FINANCIAL GROUP, INC. 222,181$36,491,00027.12%
Financial Advisory Group 239,442$39,326,00021.96%
National Mutual Insurance Federation of Agricultural Cooperatives 1,177,365$193,370,00014.85%
Edgestream Partners, L.P. 49,998$8,212,0008.74%
Litman Gregory Wealth Management LLC 39,000$6,405,0007.71%
Summit Asset Management, LLC 52,039$8,547,0006.84%
Mizuho Bank, Ltd. 460,000$75,550,0006.58%
STEWARD CAPITAL MANAGEMENT/ 22,075$3,626,0006.27%
SNS Financial Group, LLC 83,267$13,676,0006.10%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders