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 1,364 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,253
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,249
shares
|
$998,825
0.52% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,245
shares
|
$997,049
0.04% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
2,223
shares
|
$987,278
0.38% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
2,203
shares
|
$978,396
0.09% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,202
shares
|
$977,952
0.48% of portfolio
|
Q3 2024
Added 86.77%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,186
shares
|
$970,846
0.68% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,176
shares
|
$966,405
0.22% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,172
shares
|
$964,628
0.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,160
shares
|
$959,299
0.2% of portfolio
|
Q4 2024
Added 350.0%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
2,160
shares
|
$959,299
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,155
shares
|
$957,078
0.19% of portfolio
|
Q2 2018
Reduced 0.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,141
shares
|
$950,860
0.02% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,127
shares
|
$944,643
0.27% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
2,108
shares
|
$936,204
0.78% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,101
shares
|
$933,096
0.35% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,097
shares
|
$931,319
0.23% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,096
shares
|
$930,875
0.21% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,083
shares
|
$925,101
0.29% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,077
shares
|
$922,437
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,071
shares
|
$919,772
0.06% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,070
shares
|
$919,328
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,063
shares
|
$916,219
0.07% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,052
shares
|
$911,334
0.11% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,051
shares
|
$910,890
0.27% of portfolio
|
Q3 2022
Reduced 0.05%
|