Kellett 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 1,125 filers reported holding SPDR DOW JONES INDL AVRG ETF in Q4 2023. The put-call ratio across all filers is 1.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kellett Wealth Advisors, LLC ownership history of SPDR DOW JONES INDL AVRG ETF
ValueSharesWeighting
Q2 2024$363,225
-11.4%
929
-9.8%
0.29%
+3.2%
Q1 2024$409,876
+6.5%
1,030
+0.9%
0.28%
-0.7%
Q4 2023$384,920
-34.6%
1,021
-41.9%
0.29%
-43.3%
Q3 2023$588,243
+4.8%
1,756
+7.6%
0.50%
-1.2%
Q2 2023$561,193
+3.7%
1,632
+0.4%
0.51%
-1.9%
Q1 2023$540,984
+0.7%
1,626
+0.3%
0.52%
-0.2%
Q4 2022$537,189
+1.4%
1,621
+0.1%
0.52%
-19.3%
Q3 2022$530,000
+6.9%
1,619
+0.5%
0.65%
+0.8%
Q2 2022$496,000
-32.5%
1,611
-24.0%
0.64%
+10.5%
Q1 2022$735,000
-72.3%
2,120
-70.9%
0.58%
-71.4%
Q4 2021$2,651,0007,2962.03%
Other shareholders
SPDR DOW JONES INDL AVRG ETF shareholders Q4 2023
NameSharesValueWeighting ↓
Trellus Management Company, LLC 120,000$32,302,00032.38%
PIERSHALE FINANCIAL GROUP, INC. 164,644$44,319,00025.06%
ARKANSAS FINANCIAL GROUP, INC. 224,641$60,469,00021.42%
Probabilities Fund Management, LLC 27,250$7,335,00020.84%
Mizuho Bank, Ltd. 370,000$99,597,00014.34%
Circle Road Advisors LP 21,979$5,916,0009.66%
CHARTIST INC /CA/ 51,975$13,990,565,0009.02%
Eagle Capital Management, LLC 58,665$15,791,0008.87%
Financial Advisory Group 118,365$31,861,0008.83%
Q3 Asset Management 13,051$3,514,0008.75%
View complete list of SPDR DOW JONES INDL AVRG ETF shareholders