Amplius 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 1,134 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q1 2024. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q2 2024$11,067,115
-6.9%
28,295
-5.4%
1.23%
-7.7%
Q1 2024$11,891,655
+1.4%
29,897
-3.9%
1.33%
-5.9%
Q4 2023$11,728,068
+8.6%
31,120
-3.4%
1.42%
-2.1%
Q3 2023$10,795,764
-4.3%
32,231
-1.7%
1.45%
-4.7%
Q2 2023$11,277,364
-1.8%
32,797
-5.0%
1.52%
-7.8%
Q1 2023$11,480,774
+2.3%
34,516
+1.9%
1.65%
-8.1%
Q4 2022$11,227,841
-67.3%
33,887
-71.6%
1.79%
-70.8%
Q3 2022$34,319,000
+5.5%
119,453
+13.0%
6.14%
+16.6%
Q2 2022$32,541,000
+35.9%
105,717
+53.1%
5.26%
+42.8%
Q1 2022$23,950,000
+171.0%
69,055
+183.9%
3.68%
+202.2%
Q4 2021$8,838,00024,3261.22%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q1 2024
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