Alexis Investment Partners LLC Has $7.67 Million Holdings in SPDR Dow Jones Industrial Average ETF Trust $DIA

Alexis Investment Partners LLC boosted its holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) by 19.0% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 16,968 shares of the exchange traded fund’s stock after buying an additional 2,706 shares during the period. SPDR Dow Jones Industrial Average ETF Trust accounts for approximately 5.3% of Alexis Investment Partners LLC’s holdings, making the stock its 10th biggest position. Alexis Investment Partners LLC’s holdings in SPDR Dow Jones Industrial Average ETF Trust were worth $7,671,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. HighTower Advisors LLC boosted its position in shares of SPDR Dow Jones Industrial Average ETF Trust by 13.5% during the fourth quarter. HighTower Advisors LLC now owns 106,756 shares of the exchange traded fund’s stock worth $51,304,000 after acquiring an additional 12,708 shares during the last quarter. Financial Planning Hawaii Inc. bought a new stake in SPDR Dow Jones Industrial Average ETF Trust in the 4th quarter valued at $746,000. Clarity Wealth Advisors LLC lifted its stake in SPDR Dow Jones Industrial Average ETF Trust by 4.9% in the 4th quarter. Clarity Wealth Advisors LLC now owns 41,107 shares of the exchange traded fund’s stock worth $19,755,000 after purchasing an additional 1,931 shares in the last quarter. Bridgewater Advisors Inc. lifted its stake in SPDR Dow Jones Industrial Average ETF Trust by 14.5% in the 4th quarter. Bridgewater Advisors Inc. now owns 46,006 shares of the exchange traded fund’s stock worth $22,580,000 after purchasing an additional 5,836 shares in the last quarter. Finally, Greenberg Financial Group purchased a new stake in SPDR Dow Jones Industrial Average ETF Trust in the 4th quarter worth $10,444,000. 37.11% of the stock is owned by institutional investors.

SPDR Dow Jones Industrial Average ETF Trust Stock Up 0.1%

DIA opened at $522.39 on Wednesday. The company has a market capitalization of $45.29 billion, a PE ratio of 22.20 and a beta of 0.86. The firm has a 50-day simple moving average of $505.30 and a two-hundred day simple moving average of $491.16. SPDR Dow Jones Industrial Average ETF Trust has a 52 week low of $433.40 and a 52 week high of $526.57.

SPDR Dow Jones Industrial Average ETF Trust 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.