Kozak & Associates Inc. Grows Position in SPDR Dow Jones Industrial Average ETF Trust $DIA

Kozak & Associates Inc. increased its stake in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) by 26.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,871 shares of the exchange traded fund’s stock after acquiring an additional 3,144 shares during the quarter. SPDR Dow Jones Industrial Average ETF Trust comprises about 1.4% of Kozak & Associates Inc.’s portfolio, making the stock its 14th largest holding. Kozak & Associates Inc.’s holdings in SPDR Dow Jones Industrial Average ETF Trust were worth $7,362,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust by 10.2% during the 4th quarter. Brighton Jones LLC now owns 12,054 shares of the exchange traded fund’s stock valued at $5,129,000 after purchasing an additional 1,116 shares during the last quarter. Bison Wealth LLC increased its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust by 5.0% in the fourth quarter. Bison Wealth LLC now owns 2,483 shares of the exchange traded fund’s stock worth $1,057,000 after purchasing an additional 118 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust by 14.9% in the second quarter. JPMorgan Chase & Co. now owns 495,852 shares of the exchange traded fund’s stock worth $218,498,000 after purchasing an additional 64,314 shares during the last quarter. Global Retirement Partners LLC purchased a new stake in shares of SPDR Dow Jones Industrial Average ETF Trust in the second quarter worth about $1,645,000. Finally, Laurel Wealth Advisors LLC boosted its stake in SPDR Dow Jones Industrial Average ETF Trust by 43,966.7% during the second quarter. Laurel Wealth Advisors LLC now owns 3,966 shares of the exchange traded fund’s stock valued at $1,748,000 after buying an additional 3,957 shares during the last quarter. 37.11% of the stock is owned by hedge funds and other institutional investors.

SPDR Dow Jones Industrial Average ETF Trust Trading Up 0.6%

Shares of SPDR Dow Jones Industrial Average ETF Trust stock opened at $464.14 on Thursday. The firm has a market cap of $41.33 billion, a PE ratio of 22.20 and a beta of 0.91. The stock has a 50 day moving average of $485.77 and a 200 day moving average of $477.36. SPDR Dow Jones Industrial Average ETF Trust has a 12 month low of $366.32 and a 12 month high of $505.30.

SPDR Dow Jones Industrial Average ETF Trust Increases Dividend

The company also recently announced a monthly dividend, which will be paid on Monday, April 13th. Stockholders of record on Friday, March 20th will be given a dividend of $0.9937 per share. The ex-dividend date is Friday, March 20th. This represents a c) dividend on an annualized basis and a dividend yield of 2.6%. This is an increase from SPDR Dow Jones Industrial Average ETF Trust’s previous monthly dividend of $0.61.

SPDR Dow Jones Industrial Average ETF Trust Company Profile

SPDR Dow Jones Industrial Average ETF Trust (the Trust) is a unit investment, which issues securities called trust units or units. The Trust seeks to provide investment results that, before expenses, generally correspond to the price and yields performance of the Dow Jones Industrial Average. The Dow Jones Industrial Average is an Index of 30 blue chip United States stocks.