Institutional Ownership Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information about the institutional ownership of Spdr Dow Jones Industrial Average ETF Trust (DIA). We have compiled data on the 1,466 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,902
shares
|
$1.74 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,879
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,878
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
3,875
shares
|
$1.72 Million
0.46% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
3,857
shares
|
$1.72 Million
0.87% of portfolio
|
Q3 2023
Reduced 1.56%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,842
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,834
shares
|
$1.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,822
shares
|
$1.7 Million
0.67% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
3,818
shares
|
$1.7 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
3,795
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,789
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,782
shares
|
$1.68 Million
0.47% of portfolio
|
Q2 2025
Added 692.87%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,760
shares
|
$1.67 Million
0.15% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,754
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,732
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,727
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,718
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,717
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
3,709
shares
|
$1.65 Million
1.08% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
3,688
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 25.7%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
3,665
shares
|
$1.63 Million
0.88% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,661
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,656
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,655
shares
|
$1.63 Million
0.59% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
3,654
shares
|
$1.62 Million
0.76% of portfolio
|
Q2 2025
Reduced 2.51%
|