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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.75% |
$6.2K - $6.99K
|
2.54K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.75% |
$6.2K - $6.99K
|
2.54K
$1.12M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15+ 0.18% |
$4.9K - $5.52K
|
8.36K
$3.7M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 0.41% |
$4.9K - $5.52K
|
3.7K
$1.64M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 9.43% |
$4.9K - $5.52K
|
174
$77.1K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 8.88% |
$4.9K - $5.52K
|
184
$81.5K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
15+ 1.01% |
$4.9K - $5.52K
|
1.5K
$664K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 1.05% |
$4.9K - $5.52K
|
1.44K
$639K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
15+ 30.0% |
$4.9K - $5.52K
|
65
$28.8K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.57K - $5.15K
|
13.4K
$5.92M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13+ 0.4% |
$4.24K - $4.78K
|
3.28K
$1.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11+ 0.51% |
$3.59K - $4.05K
|
2.18K
$964K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11New |
$3.59K - $4.05K
|
11
$4.87K
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
10+ 0.01% |
$3.27K - $3.68K
|
76K
$33.7M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.46% |
$3.27K - $3.68K
|
2.17K
$962K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
10New |
$3.27K - $3.68K
|
10
$4.43K
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.43% |
$3.27K - $3.68K
|
2.36K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$3.27K - $3.68K
|
10
$4.43K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.3% |
$2.94K - $3.31K
|
2.99K
$1.32M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
9+ 1.29% |
$2.94K - $3.31K
|
708
$314K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.87% |
$2.61K - $2.94K
|
927
$411K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
8+ 0.04% |
$2.61K - $2.94K
|
21.7K
$9.63M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.38% |
$2.61K - $2.94K
|
2.1K
$929K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$2.61K - $2.94K
|
1.98K
$879K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6+ 0.38% |
$1.96K - $2.21K
|
1.59K
$706K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6+ 0.38% |
$1.96K - $2.21K
|
1.59K
$706K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 0.44% |
$1.96K - $2.21K
|
1.36K
$603K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.35% |
$1.31K - $1.47K
|
1.13K
$501K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.31K - $1.47K
|
1.83K
$812K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.03% |
$1.31K - $1.47K
|
11.8K
$5.24M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.44% |
$1.31K - $1.47K
|
921
$408K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.44% |
$1.31K - $1.47K
|
917
$406K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.37% |
$980 - $1.1K
|
806
$357K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3+ 150.0% |
$980 - $1.1K
|
5
$2.22K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.2% |
$980 - $1.1K
|
1.47K
$653K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$980 - $1.1K
|
4.29K
$1.9M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.02% |
$980 - $1.1K
|
12.6K
$5.56M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.08% |
$980 - $1.1K
|
3.67K
$1.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.08% |
$980 - $1.1K
|
3.92K
$1.74M
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.49% |
$980 - $1.1K
|
611
$271K
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.28% |
$980 - $1.1K
|
1.06K
$468K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$653 - $736
|
932
$413K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.53% |
$653 - $736
|
377
$167K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.63% |
$653 - $736
|
318
$141K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$653 - $736
|
10.3K
$4.57M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.19% |
$653 - $736
|
1.08K
$477K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.56% |
$653 - $736
|
357
$158K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.12% |
$327 - $368
|
862
$382K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.17% |
$327 - $368
|
601
$266K
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.07% |
$327 - $368
|
1.4K
$622K
|