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 1,482 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 |
|---|---|---|---|---|---|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
608
shares
|
$285,285
0.23% of portfolio
|
Q4 2023
Added 25.49%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
600
shares
|
$281,532
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$281,532
0.01% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
600
shares
|
$281,532
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
600
shares
|
$281,532
0.13% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
600
shares
|
$281,532
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
597
shares
|
$280,124
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
596
shares
|
$279,655
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
596
shares
|
$279,655
0.25% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
594
shares
|
$278,716
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
593
shares
|
$278,247
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
593
shares
|
$278,247
0.22% of portfolio
|
Q3 2025
Reduced 45.84%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
590
shares
|
$276,839
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
590
shares
|
$276,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
590
shares
|
$276,839
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
587
shares
|
$275,432
0.18% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
587
shares
|
$275,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
587
shares
|
$275,432
0.02% of portfolio
|
Q1 2025
Reduced 44.88%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
585
shares
|
$274,493
0.05% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
585
shares
|
$274,493
0.02% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
584
shares
|
$274,024
0.19% of portfolio
|
Q3 2025
Reduced 92.02%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
581
shares
|
$272,616
0.61% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
575
shares
|
$269,801
0.04% of portfolio
|
Q2 2025
Added 29.8%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
575
shares
|
$269,801
0.15% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
573
shares
|
$268,863
0.01% of portfolio
|
Q2 2025
New holding
|