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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
600
shares
|
$266,808
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$266,808
0.01% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
600
shares
|
$266,808
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
600
shares
|
$266,808
0.13% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
600
shares
|
$266,808
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
597
shares
|
$265,473
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
596
shares
|
$265,029
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
596
shares
|
$265,029
0.27% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
593
shares
|
$263,695
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
590
shares
|
$262,361
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
590
shares
|
$262,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
590
shares
|
$262,361
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
587
shares
|
$261,027
0.18% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
587
shares
|
$261,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
587
shares
|
$261,027
0.02% of portfolio
|
Q1 2025
Reduced 44.88%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
585
shares
|
$260,137
0.05% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
585
shares
|
$260,137
0.02% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
581
shares
|
$258,359
0.61% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
575
shares
|
$255,691
0.03% of portfolio
|
Q2 2025
Added 29.8%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
575
shares
|
$255,691
0.04% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
575
shares
|
$255,691
0.16% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
573
shares
|
$254,801
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
571
shares
|
$253,912
0.1% of portfolio
|
Q2 2025
Reduced 70.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
569
shares
|
$253,022
0.02% of portfolio
|
Q4 2024
Added 76.71%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
569
shares
|
$253,022
0.03% of portfolio
|
Q2 2024
Reduced 3.72%
|