CM Wealth Advisors LLC Has $48.73 Million Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

CM Wealth Advisors LLC lessened its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) by 15.4% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 114,268 shares of the exchange traded fund’s stock after selling 20,848 shares during the period. SPDR Dow Jones Industrial Average ETF Trust accounts for about 15.9% of CM Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position. CM Wealth Advisors LLC owned 0.13% of SPDR Dow Jones Industrial Average ETF Trust worth $48,728,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Wells Fargo & Company MN raised its position in shares of SPDR Dow Jones Industrial Average ETF Trust by 7.3% during the fourth quarter. Wells Fargo & Company MN now owns 1,361,777 shares of the exchange traded fund’s stock worth $579,436,000 after acquiring an additional 92,463 shares during the last quarter. CHURCHILL MANAGEMENT Corp raised its holdings in SPDR Dow Jones Industrial Average ETF Trust by 0.8% during the 4th quarter. CHURCHILL MANAGEMENT Corp now owns 537,885 shares of the exchange traded fund’s stock worth $228,870,000 after purchasing an additional 4,029 shares during the last quarter. Raymond James Financial Inc. acquired a new position in SPDR Dow Jones Industrial Average ETF Trust during the 4th quarter valued at about $195,249,000. Wealthfront Advisers LLC boosted its stake in shares of SPDR Dow Jones Industrial Average ETF Trust by 8,900.9% in the 4th quarter. Wealthfront Advisers LLC now owns 416,203 shares of the exchange traded fund’s stock valued at $177,094,000 after purchasing an additional 411,579 shares during the last quarter. Finally, AIA Group Ltd grew its position in shares of SPDR Dow Jones Industrial Average ETF Trust by 246.5% during the 4th quarter. AIA Group Ltd now owns 356,075 shares of the exchange traded fund’s stock worth $151,510,000 after buying an additional 253,320 shares during the period. 37.11% of the stock is owned by institutional investors.

SPDR Dow Jones Industrial Average ETF Trust Stock Performance

Shares of DIA stock opened at $401.91 on Monday. The firm’s 50 day moving average price is $423.48 and its two-hundred day moving average price is $429.95. SPDR Dow Jones Industrial Average ETF Trust has a 52-week low of $366.32 and a 52-week high of $451.55. The stock has a market cap of $35.48 billion, a PE ratio of 23.00 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.