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 1,482 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,638
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,626
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,618
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 37.43%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,616
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,607
shares
|
$1.22 Million
1.2% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,605
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
2,602
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
2,594
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
2,589
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,585
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,558
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,558
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,547
shares
|
$1.2 Million
0.69% of portfolio
|
Q3 2023
Reduced 41.48%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
2,543
shares
|
$1.19 Million
0.31% of portfolio
|
Q2 2020
Reduced 0.7%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,537
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,530
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
2,525
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.98%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,518
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,513
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
2,512
shares
|
$1.18 Million
0.63% of portfolio
|
Q2 2025
Added 36.3%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
2,511
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,483
shares
|
$1.17 Million
0.28% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,481
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 75.19%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,476
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 4.92%
|