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 1,469 institutions that hold shares in the stock, with a total of 33.4 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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
1,095
shares
|
$486,924
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
1,095
shares
|
$486,924
0.41% of portfolio
|
Q2 2025
Added 40.75%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,092
shares
|
$485,590
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,084
shares
|
$482,033
0.11% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,083
shares
|
$481,588
0.01% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,080
shares
|
$480,254
0.07% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
1,078
shares
|
$479,365
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
1,073
shares
|
$477,141
0.07% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,071
shares
|
$476,252
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
1,066
shares
|
$474,028
0.32% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,065
shares
|
$473,584
0.07% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,062
shares
|
$472,250
0.0% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,059
shares
|
$470,916
0.02% of portfolio
|
Q2 2025
Added 116.12%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,058
shares
|
$470,471
0.06% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,052
shares
|
$467,803
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
1,050
shares
|
$466,914
0.39% of portfolio
|
Q2 2025
Reduced 51.3%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,049
shares
|
$466,469
0.06% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,044
shares
|
$464,245
0.04% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
1,042
shares
|
$463,356
0.31% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,040
shares
|
$462,467
0.24% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,040
shares
|
$462,467
0.32% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,036
shares
|
$460,688
0.09% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,036
shares
|
$460,688
0.18% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
1,029
shares
|
$457,575
0.12% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,025
shares
|
$455,797
0.12% of portfolio
|
Q1 2025
Reduced 12.62%
|