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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-80- 4.36% |
$26.1K - $29.4K
|
1.76K
$778K
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81- 0.48% |
$26.4K - $29.8K
|
16.8K
$7.46M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-81- 11.91% |
$26.4K - $29.8K
|
599
$265K
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-81- 9.7% |
$26.4K - $29.8K
|
754
$334K
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-85- 18.6% |
$27.8K - $31.3K
|
372
$165K
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-85- 1.04% |
$27.8K - $31.3K
|
8.05K
$3.57M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-89- 9.28% |
$29.1K - $32.7K
|
870
$386K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-93- 4.96% |
$30.4K - $34.2K
|
1.78K
$790K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-94- 2.04% |
$30.7K - $34.6K
|
4.5K
$2M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-96- 3.47% |
$31.3K - $35.3K
|
2.67K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-96- 12.17% |
$31.3K - $35.3K
|
693
$307K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-98- 5.13% |
$32K - $36.1K
|
1.81K
$802K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-99- 4.26% |
$32.3K - $36.4K
|
2.22K
$985K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 66.67% |
$32.7K - $36.8K
|
50
$22.2K
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 1.65% |
$32.7K - $36.8K
|
5.95K
$2.64M
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 6.35% |
$32.7K - $36.8K
|
1.48K
$654K
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-102- 6.27% |
$33.3K - $37.5K
|
1.53K
$676K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-107- 24.32% |
$34.9K - $39.4K
|
333
$148K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-108- 2.91% |
$35.3K - $39.7K
|
3.61K
$1.6M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-110- 11.57% |
$35.9K - $40.5K
|
841
$373K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-115- 3.73% |
$37.6K - $42.3K
|
2.97K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-116- 69.05% |
$37.9K - $42.7K
|
52
$23K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-117- 4.7% |
$38.2K - $43K
|
2.37K
$1.05M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-118- 9.92% |
$38.5K - $43.4K
|
1.07K
$475K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-120- 19.11% |
$39.2K - $44.1K
|
508
$225K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-122- 1.48% |
$39.8K - $44.9K
|
8.14K
$3.61M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-122- 16.67% |
$39.8K - $44.9K
|
610
$270K
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-124- 0.7% |
$40.5K - $45.6K
|
17.6K
$7.82M
|
|
May 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-125- 14.62% |
$40.8K - $46K
|
730
$323K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-126- 15.65% |
$41.1K - $46.4K
|
679
$301K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-132Closed |
$43.1K - $48.6K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-135- 7.85% |
$44.1K - $49.7K
|
1.58K
$702K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-140- 6.99% |
$45.7K - $51.5K
|
1.86K
$826K
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-141- 4.91% |
$46K - $51.9K
|
2.73K
$1.21M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-141- 7.94% |
$46K - $51.9K
|
1.63K
$724K
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-144- 7.73% |
$47K - $53K
|
1.72K
$762K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-150- 36.14% |
$49K - $55.2K
|
265
$117K
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-150- 22.52% |
$49K - $55.2K
|
516
$229K
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-151- 0.45% |
$49.3K - $55.5K
|
33.4K
$14.8M
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-152- 0.98% |
$49.6K - $55.9K
|
15.4K
$6.82M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-156- 1.69% |
$50.9K - $57.4K
|
9.1K
$4.03M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-156Closed |
$50.9K - $57.4K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157- 0.56% |
$51.3K - $57.8K
|
27.7K
$12.3M
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-159Closed |
$51.9K - $58.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-161- 2.57% |
$52.6K - $59.2K
|
6.11K
$2.71M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-164- 21.95% |
$53.6K - $60.3K
|
583
$258K
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-170- 14.58% |
$55.5K - $62.5K
|
996
$441K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-179- 11.56% |
$58.4K - $65.8K
|
1.37K
$607K
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-184- 1.51% |
$60.1K - $67.7K
|
12K
$5.33M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-187- 24.22% |
$61.1K - $68.8K
|
585
$259K
|