Heritage Wealth Partners LLC Has $4.57 Million Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Heritage Wealth Partners LLC raised its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) by 10.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,736 shares of the exchange traded fund’s stock after acquiring an additional 976 shares during the quarter. SPDR Dow Jones Industrial Average ETF Trust makes up about 5.7% of Heritage Wealth Partners LLC’s investment portfolio, making the stock its 4th biggest position. Heritage Wealth Partners LLC’s holdings in SPDR Dow Jones Industrial Average ETF Trust were worth $4,568,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in DIA. Burns J W & Co. Inc. NY increased its stake in SPDR Dow Jones Industrial Average ETF Trust by 1.5% during the third quarter. Burns J W & Co. Inc. NY now owns 1,689 shares of the exchange traded fund’s stock worth $715,000 after acquiring an additional 25 shares during the last quarter. High Net Worth Advisory Group LLC boosted its stake in SPDR Dow Jones Industrial Average ETF Trust by 1.9% during the third quarter. High Net Worth Advisory Group LLC now owns 1,372 shares of the exchange traded fund’s stock worth $581,000 after buying an additional 25 shares during the period. DORCHESTER WEALTH MANAGEMENT Co increased its position in SPDR Dow Jones Industrial Average ETF Trust by 4.7% during the third quarter. DORCHESTER WEALTH MANAGEMENT Co now owns 560 shares of the exchange traded fund’s stock valued at $237,000 after acquiring an additional 25 shares during the last quarter. XML Financial LLC raised its stake in shares of SPDR Dow Jones Industrial Average ETF Trust by 1.1% in the third quarter. XML Financial LLC now owns 2,401 shares of the exchange traded fund’s stock valued at $1,016,000 after acquiring an additional 27 shares during the period. Finally, Foundations Investment Advisors LLC lifted its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust by 1.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 2,649 shares of the exchange traded fund’s stock worth $1,121,000 after acquiring an additional 35 shares during the last quarter. 37.11% of the stock is currently owned by hedge funds and other institutional investors.

SPDR Dow Jones Industrial Average ETF Trust Stock Performance

NYSEARCA:DIA traded up $3.63 during mid-day trading on Monday, hitting $422.96. 2,502,213 shares of the stock traded hands, compared to its average volume of 2,804,272. SPDR Dow Jones Industrial Average ETF Trust has a 52 week low of $371.33 and a 52 week high of $451.55. The firm’s 50 day moving average is $435.78 and its two-hundred day moving average is $419.56.

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.