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 1,466 institutions that hold shares in the stock, with a total of 33.6 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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
478
shares
|
$212,557
0.03% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
477
shares
|
$212,112
0.07% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
475
shares
|
$211,223
0.02% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
475
shares
|
$211,223
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
475
shares
|
$211,223
0.1% of portfolio
|
Q2 2025
Reduced 63.96%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
473
shares
|
$210,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
470
shares
|
$208,999
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
469
shares
|
$208,554
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
468
shares
|
$208,110
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
467
shares
|
$207,665
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
466
shares
|
$207,220
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
465
shares
|
$206,776
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
464
shares
|
$206,331
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
464
shares
|
$206,331
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
463
shares
|
$205,886
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
462
shares
|
$205,442
0.01% of portfolio
|
Q2 2025
Added 48.08%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
461
shares
|
$204,997
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
459
shares
|
$204,108
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
459
shares
|
$204,108
0.05% of portfolio
|
Q2 2025
Reduced 46.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
458
shares
|
$203,663
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
454
shares
|
$201,884
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
450
shares
|
$200,106
0.05% of portfolio
|
Q1 2025
Added 177.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
424
shares
|
$188,544
0.07% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
422
shares
|
$187,654
0.01% of portfolio
|
Q2 2025
Added 66.8%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
421
shares
|
$187,210
0.06% of portfolio
|
Q3 2023
New holding
|