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 1,485 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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
1,095
shares
|
$513,795
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,092
shares
|
$512,388
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,084
shares
|
$508,634
0.11% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,083
shares
|
$508,165
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
1,079
shares
|
$506,288
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,071
shares
|
$502,534
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,065
shares
|
$499,719
0.07% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
1,062
shares
|
$498,311
0.3% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,062
shares
|
$498,311
0.0% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,059
shares
|
$496,903
0.02% of portfolio
|
Q2 2025
Added 116.12%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,058
shares
|
$496,434
0.06% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
1,053
shares
|
$494,088
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
1,052
shares
|
$493,619
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,044
shares
|
$489,865
0.04% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
1,042
shares
|
$488,927
0.31% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,040
shares
|
$487,988
0.24% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,036
shares
|
$486,111
0.09% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
1,036
shares
|
$486,111
0.34% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,036
shares
|
$486,111
0.18% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
1,034
shares
|
$485,173
0.32% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,030
shares
|
$483,296
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
1,029
shares
|
$482,827
0.12% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,025
shares
|
$480,950
0.11% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,022
shares
|
$479,542
0.05% of portfolio
|
Q3 2021
Reduced 0.87%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,020
shares
|
$478,604
0.03% of portfolio
|
Q1 2024
New holding
|