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Strategic Wealth Partners Group LLC

SEC CIK
0001682677
Latest filing
Apr 30, 2024

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Strategic Wealth Partners Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q1 2024 holdings

Shares (Q1 2024)
1,133
Value
$451.7K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of DIA by Strategic Wealth Partners Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20241,133$451.7K<0.1%+200+21.4%AddedHolders
Q4 2023933$352.5K<0.1%+2+0.2%AddedHolders
Q3 2023931$312.9K<0.1%+1+0.1%AddedHolders
Q2 2023930$319.0K<0.1%+1+0.1%AddedHolders
Q1 2023929$310.0K0.1%+91+10.9%AddedHolders
Q4 2022838$277.0K0.1%−27−3.1%ReducedHolders
Q3 2022865$248.0K0.1%+2+0.2%AddedHolders
Q2 2022863$266.0K0.1%+1+0.1%AddedHolders
Q1 2022862$299.0K0.1%+1+0.1%AddedHolders
Q4 2021861$313.0K0.1%+1+0.1%AddedHolders
Q3 2021860$291.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 2021893$295.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.