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 1,364 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
146
shares
|
$64,841
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
145
shares
|
$64,397
0.02% of portfolio
|
Q4 2022
Added 7.41%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
143
shares
|
$63,509
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
143
shares
|
$63,509
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
142
shares
|
$63,065
0.0% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
130
shares
|
$57,735
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$55,959
0.02% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
125
shares
|
$55,515
0.0% of portfolio
|
Q3 2023
Reduced 79.67%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
125
shares
|
$55,515
0.01% of portfolio
|
Q4 2021
Reduced 61.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
125
shares
|
$55,515
0.01% of portfolio
|
Q2 2024
Reduced 54.04%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
125
shares
|
$55,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
110
shares
|
$48,853
0.04% of portfolio
|
Q3 2024
Reduced 36.05%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
108
shares
|
$47,964
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
103
shares
|
$45,744
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
102
shares
|
$45,300
0.01% of portfolio
|
Q3 2023
Reduced 11.3%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
99
shares
|
$43,967
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
94
shares
|
$41,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
92
shares
|
$40,859
0.02% of portfolio
|
Q4 2022
Reduced 35.21%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
91
shares
|
$40,414
0.01% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
88
shares
|
$39,082
0.01% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
85
shares
|
$37,750
0.0% of portfolio
|
Q4 2022
Added 51.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
80
shares
|
$35,529
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
79
shares
|
$35,085
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
77
shares
|
$34,197
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
74
shares
|
$32,864
0.01% of portfolio
|
Q1 2023
Reduced 26.0%
|