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 1,437 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
18,521
shares
|
$7.89 Million
7.65% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
18,288
shares
|
$7.79 Million
0.33% of portfolio
|
Q1 2025
Reduced 46.97%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
18,210
shares
|
$7.76 Million
4.17% of portfolio
|
Q2 2022
Added 199.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,199
shares
|
$7.75 Million
0.02% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
18,174
shares
|
$7.74 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
17,950
shares
|
$7.65 Million
9.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
17,869
shares
|
$7.61 Million
0.42% of portfolio
|
Q1 2025
Added 390.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
17,651
shares
|
$7.52 Million
0.08% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
17,602
shares
|
$7.5 Million
3.42% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
17,526
shares
|
$7.47 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
17,480
shares
|
$7.45 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
17,347
shares
|
$7.39 Million
6.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
17,297
shares
|
$7.37 Million
0.35% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
17,126
shares
|
$7.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
17,033
shares
|
$7.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
16,723
shares
|
$7.12 Million
1.4% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
16,566
shares
|
$7.06 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
16,545
shares
|
$7.05 Million
5.96% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
16,446
shares
|
$7.01 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
16,361
shares
|
$6.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
16,286
shares
|
$6.94 Million
1.36% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
16,155
shares
|
$6.88 Million
3.28% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
15,520
shares
|
$6.61 Million
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
15,297
shares
|
$6.52 Million
0.61% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
14,963
shares
|
$6.37 Million
4.44% of portfolio
|
Q1 2025
Reduced 0.66%
|