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 1,483 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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,623
shares
|
$761,544
0.07% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
1,617
shares
|
$758,728
0.56% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,613
shares
|
$756,851
0.04% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
1,613
shares
|
$756,851
0.42% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
1,612
shares
|
$756,382
0.08% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
1,611
shares
|
$755,913
0.35% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,609
shares
|
$754,974
0.0% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
1,604
shares
|
$752,628
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,599
shares
|
$750,282
0.06% of portfolio
|
Q2 2025
Added 82.95%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
1,592
shares
|
$746,998
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
1,591
shares
|
$746,529
0.09% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
1,587
shares
|
$744,652
0.35% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,586
shares
|
$744,182
0.42% of portfolio
|
Q2 2025
Added 28.73%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,578
shares
|
$740,429
0.08% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,559
shares
|
$731,513
0.01% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
1,556
shares
|
$730,106
0.08% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,555
shares
|
$729,637
0.14% of portfolio
|
Q4 2024
Reduced 47.31%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,531
shares
|
$718,375
0.17% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
1,526
shares
|
$716,029
0.18% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,525
shares
|
$715,560
0.11% of portfolio
|
Q1 2022
Reduced 6.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,520
shares
|
$713,214
0.02% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
1,516
shares
|
$711,337
0.3% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,510
shares
|
$708,522
0.28% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,510
shares
|
$708,522
0.03% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,507
shares
|
$707,114
0.11% of portfolio
|
Q2 2025
Reduced 7.26%
|