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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
635
shares
|
$282,371
0.13% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
630
shares
|
$280,148
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
628
shares
|
$279,259
0.02% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
627
shares
|
$278,814
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
626
shares
|
$278,369
0.1% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
626
shares
|
$278,369
0.07% of portfolio
|
Q1 2025
Reduced 41.82%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
625
shares
|
$277,925
0.02% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
624
shares
|
$277,480
0.03% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
624
shares
|
$277,480
0.04% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
620
shares
|
$275,701
0.03% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
617
shares
|
$274,367
0.01% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
617
shares
|
$274,367
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
616
shares
|
$273,922
0.03% of portfolio
|
Q4 2024
Reduced 23.54%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
614
shares
|
$273,033
0.03% of portfolio
|
Q2 2025
Added 104.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
614
shares
|
$273,033
0.04% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
614
shares
|
$273,033
0.01% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
613
shares
|
$272,588
0.12% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
612
shares
|
$272,144
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
611
shares
|
$271,699
0.08% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
611
shares
|
$271,699
0.24% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
610
shares
|
$271,254
0.0% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
609
shares
|
$270,810
0.01% of portfolio
|
Q4 2024
Reduced 97.78%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
608
shares
|
$270,365
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
608
shares
|
$270,365
0.23% of portfolio
|
Q4 2023
Added 25.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
605
shares
|
$269,031
0.1% of portfolio
|
Q4 2023
Reduced 7.63%
|