KW Wealth Management LLC Invests $4.12 Million in SPDR Dow Jones Industrial Average ETF Trust $DIA

KW Wealth Management LLC bought a new position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 8,876 shares of the exchange traded fund’s stock, valued at approximately $4,117,000. SPDR Dow Jones Industrial Average ETF Trust makes up 7.0% of KW Wealth Management LLC’s holdings, making the stock its 3rd biggest position.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Brighton Jones LLC increased its position in shares of SPDR Dow Jones Industrial Average ETF Trust by 10.2% in the fourth quarter. Brighton Jones LLC now owns 12,054 shares of the exchange traded fund’s stock worth $5,129,000 after purchasing an additional 1,116 shares during the last quarter. Bison Wealth LLC grew its stake in SPDR Dow Jones Industrial Average ETF Trust by 5.0% in the 4th quarter. Bison Wealth LLC now owns 2,483 shares of the exchange traded fund’s stock worth $1,057,000 after buying an additional 118 shares in the last quarter. Invesco Ltd. increased its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust by 48.6% in the 1st quarter. Invesco Ltd. now owns 3,528 shares of the exchange traded fund’s stock worth $1,481,000 after buying an additional 1,154 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust by 13.3% during the 1st quarter. Russell Investments Group Ltd. now owns 756 shares of the exchange traded fund’s stock worth $317,000 after acquiring an additional 89 shares during the last quarter. Finally, WPG Advisers LLC purchased a new position in SPDR Dow Jones Industrial Average ETF Trust in the first quarter worth $34,000. Hedge funds and other institutional investors own 37.11% of the company’s stock.

SPDR Dow Jones Industrial Average ETF Trust Stock Up 0.0%

Shares of DIA stock opened at $487.03 on Monday. The business has a 50-day moving average price of $475.31 and a two-hundred day moving average price of $458.49. SPDR Dow Jones Industrial Average ETF Trust has a 12-month low of $366.32 and a 12-month high of $489.66. The firm has a market cap of $43.39 billion, a P/E ratio of 22.20 and a beta of 0.91.

About SPDR Dow Jones Industrial Average ETF Trust

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.