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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 3.5% |
$6.86K - $7.73K
|
621
$243K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 8.93% |
$6.53K - $7.36K
|
244
$95.5K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.75% |
$6.2K - $6.99K
|
2.54K
$993K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
19+ 0.75% |
$6.2K - $6.99K
|
2.54K
$993K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 8.88% |
$4.9K - $5.52K
|
184
$72K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15+ 0.18% |
$4.9K - $5.52K
|
8.36K
$3.27M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
15+ 1.01% |
$4.9K - $5.52K
|
1.5K
$587K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
15+ 30.0% |
$4.9K - $5.52K
|
65
$25.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 9.43% |
$4.9K - $5.52K
|
174
$68.1K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 0.41% |
$4.9K - $5.52K
|
3.7K
$1.45M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 1.05% |
$4.9K - $5.52K
|
1.44K
$565K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.57K - $5.15K
|
13.4K
$5.23M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13+ 0.4% |
$4.24K - $4.78K
|
3.28K
$1.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11+ 0.51% |
$3.59K - $4.05K
|
2.18K
$852K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11New |
$3.59K - $4.05K
|
11
$4.3K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$3.27K - $3.68K
|
10
$3.91K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.46% |
$3.27K - $3.68K
|
2.17K
$849K
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
10+ 0.01% |
$3.27K - $3.68K
|
76K
$29.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.43% |
$3.27K - $3.68K
|
2.36K
$922K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
10New |
$3.27K - $3.68K
|
10
$3.91K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
9+ 1.29% |
$2.94K - $3.31K
|
708
$277K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.3% |
$2.94K - $3.31K
|
2.99K
$1.17M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
8+ 0.04% |
$2.61K - $2.94K
|
21.7K
$8.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.87% |
$2.61K - $2.94K
|
927
$363K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.38% |
$2.61K - $2.94K
|
2.1K
$820K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$2.61K - $2.94K
|
1.98K
$776K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6+ 0.38% |
$1.96K - $2.21K
|
1.59K
$623K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6+ 0.44% |
$1.96K - $2.21K
|
1.36K
$533K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6+ 0.38% |
$1.96K - $2.21K
|
1.59K
$623K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.03% |
$1.31K - $1.47K
|
11.8K
$4.63M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.31K - $1.47K
|
1.83K
$717K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.44% |
$1.31K - $1.47K
|
921
$360K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.44% |
$1.31K - $1.47K
|
917
$359K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.35% |
$1.31K - $1.47K
|
1.13K
$443K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.08% |
$980 - $1.1K
|
3.67K
$1.44M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.28% |
$980 - $1.1K
|
1.06K
$414K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$980 - $1.1K
|
4.29K
$1.68M
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.49% |
$980 - $1.1K
|
611
$239K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3+ 150.0% |
$980 - $1.1K
|
5
$1.96K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.2% |
$980 - $1.1K
|
1.47K
$577K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.37% |
$980 - $1.1K
|
806
$315K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.02% |
$980 - $1.1K
|
12.6K
$4.91M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.08% |
$980 - $1.1K
|
3.92K
$1.53M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.19% |
$653 - $736
|
1.08K
$421K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$653 - $736
|
10.3K
$4.04M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.56% |
$653 - $736
|
357
$140K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.53% |
$653 - $736
|
377
$148K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$653 - $736
|
932
$365K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.63% |
$653 - $736
|
318
$124K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.16% |
$327 - $368
|
624
$244K
|