Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22- 1.51% |
$7.18K - $8.09K
|
1.43K
$635K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-23Closed |
$7.51K - $8.46K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-25- 1.1% |
$8.16K - $9.2K
|
2.24K
$993K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-25- 1.72% |
$8.16K - $9.2K
|
1.43K
$632K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-25- 3.05% |
$8.16K - $9.2K
|
796
$353K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26- 0.85% |
$8.49K - $9.56K
|
3.04K
$1.34M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-26- 2.5% |
$8.49K - $9.56K
|
1.02K
$450K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-27- 0.29% |
$8.82K - $9.93K
|
9.13K
$4.05M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-29- 0.07% |
$9.47K - $10.7K
|
40.3K
$17.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-30- 2.78% |
$9.8K - $11K
|
1.05K
$465K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-30- 22.9% |
$9.8K - $11K
|
101
$44.8K
|
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-31- 2.82% |
$10.1K - $11.4K
|
1.07K
$473K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-32- 0.36% |
$10.4K - $11.8K
|
8.91K
$3.95M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 3.08% |
$10.4K - $11.8K
|
1.01K
$446K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-32- 2.29% |
$10.4K - $11.8K
|
1.37K
$606K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-39- 1.59% |
$12.7K - $14.3K
|
2.42K
$1.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-39- 2.72% |
$12.7K - $14.3K
|
1.4K
$619K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-40Closed |
$13.1K - $14.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-41- 3.12% |
$13.4K - $15.1K
|
1.27K
$564K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-42- 0.33% |
$13.7K - $15.5K
|
12.7K
$5.65M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 15.91% |
$13.7K - $15.5K
|
222
$98.4K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-43- 1.53% |
$14K - $15.8K
|
2.77K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-46- 0.51% |
$15K - $16.9K
|
9.01K
$3.99M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-49- 0.2% |
$16K - $18K
|
24K
$10.6M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-50- 4.61% |
$16.3K - $18.4K
|
1.04K
$459K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-50- 6.4% |
$16.3K - $18.4K
|
731
$324K
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 4.05% |
$16.3K - $18.4K
|
1.18K
$525K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-52- 5.71% |
$17K - $19.1K
|
858
$380K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-52Closed |
$17K - $19.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-53- 7.56% |
$17.3K - $19.5K
|
648
$287K
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-54- 5.02% |
$17.6K - $19.9K
|
1.02K
$453K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-56- 1.54% |
$18.3K - $20.6K
|
3.57K
$1.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-57- 51.82% |
$18.6K - $21K
|
53
$23.5K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-60- 2.29% |
$19.6K - $22.1K
|
2.56K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-60- 3.05% |
$19.6K - $22.1K
|
1.9K
$844K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-61- 3.13% |
$19.9K - $22.4K
|
1.89K
$837K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-61- 3.44% |
$19.9K - $22.4K
|
1.71K
$760K
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-61- 2.62% |
$19.9K - $22.4K
|
2.26K
$1M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-69- 4.97% |
$22.5K - $25.4K
|
1.32K
$584K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-70- 1.47% |
$22.9K - $25.8K
|
4.7K
$2.08M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-70- 3.3% |
$22.9K - $25.8K
|
2.05K
$909K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-70- 0.85% |
$22.9K - $25.8K
|
8.18K
$3.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-70- 2.55% |
$22.9K - $25.8K
|
2.68K
$1.19M
|
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-73- 7.87% |
$23.8K - $26.9K
|
854
$378K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-74- 1.79% |
$24.2K - $27.2K
|
4.05K
$1.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-75- 8.99% |
$24.5K - $27.6K
|
759
$336K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-76- 2.15% |
$24.8K - $28K
|
3.46K
$1.53M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-77- 11.02% |
$25.1K - $28.3K
|
622
$276K
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-80- 9.85% |
$26.1K - $29.4K
|
732
$324K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-80Closed |
$26.1K - $29.4K
|
0
$0
|