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 1,477 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 $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,131
shares
|
$9.25 Million
0.25% of portfolio
|
Q3 2022
Reduced 20.74%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,713
shares
|
$9.06 Million
0.27% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,605
shares
|
$9.01 Million
0.07% of portfolio
|
Q2 2025
Added 78.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
19,381
shares
|
$8.91 Million
1.63% of portfolio
|
Q2 2025
Added 94.8%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
19,190
shares
|
$8.82 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
19,159
shares
|
$8.8 Million
4.78% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
19,131
shares
|
$8.79 Million
4.14% of portfolio
|
Q2 2025
Reduced 35.18%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
19,126
shares
|
$8.79 Million
0.12% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
18,984
shares
|
$8.72 Million
3.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
18,882
shares
|
$8.68 Million
1.03% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
18,834
shares
|
$8.66 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
18,713
shares
|
$8.6 Million
0.8% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,649
shares
|
$8.57 Million
0.09% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
18,432
shares
|
$8.47 Million
1.19% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
18,364
shares
|
$8.44 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
18,134
shares
|
$8.33 Million
0.42% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
17,576
shares
|
$8.08 Million
1.36% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
17,484
shares
|
$8.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
17,470
shares
|
$8.03 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
17,347
shares
|
$7.97 Million
6.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
17,297
shares
|
$7.95 Million
0.35% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
17,172
shares
|
$7.89 Million
3.2% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
17,046
shares
|
$7.83 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16,759
shares
|
$7.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
16,650
shares
|
$7.65 Million
0.01% of portfolio
|
Q2 2025
Added 7.28%
|