Purchases and Sales Made in Q1 2023 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 2023. 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 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-44- 5.12% |
$14K - $15.1K
|
815
$342K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-44- 26.35% |
$14K - $15.1K
|
123
$51.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-45- 88.24% |
$14.3K - $15.4K
|
6
$2.52K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-46- 1.49% |
$14.7K - $15.8K
|
3.04K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-49- 2.61% |
$15.6K - $16.8K
|
1.83K
$767K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-50- 3.13% |
$15.9K - $17.2K
|
1.55K
$648K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-50- 2.92% |
$15.9K - $17.2K
|
1.66K
$698K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-50- 5.36% |
$15.9K - $17.2K
|
883
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 1.2% |
$16.2K - $17.5K
|
4.19K
$1.76M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-52- 0.87% |
$16.6K - $17.8K
|
5.91K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-52- 1.77% |
$16.6K - $17.8K
|
2.88K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-53- 1.62% |
$16.9K - $18.2K
|
3.23K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-54- 2.23% |
$17.2K - $18.5K
|
2.36K
$992K
|
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-55- 2.87% |
$17.5K - $18.9K
|
1.86K
$780K
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-55- 1.0% |
$17.5K - $18.9K
|
5.45K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-56- 19.05% |
$17.8K - $19.2K
|
238
$99.9K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-58- 2.37% |
$18.5K - $19.9K
|
2.39K
$1M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 7.82% |
$18.8K - $20.2K
|
695
$292K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-59- 2.32% |
$18.8K - $20.2K
|
2.48K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-60- 1.34% |
$19.1K - $20.6K
|
4.43K
$1.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-61- 4.3% |
$19.4K - $20.9K
|
1.36K
$570K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-61- 4.94% |
$19.4K - $20.9K
|
1.17K
$492K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-62- 2.95% |
$19.7K - $21.3K
|
2.04K
$856K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62- 1.69% |
$19.7K - $21.3K
|
3.61K
$1.52M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-63- 1.69% |
$20.1K - $21.6K
|
3.65K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-65- 3.0% |
$20.7K - $22.3K
|
2.1K
$881K
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-65- 8.78% |
$20.7K - $22.3K
|
675
$283K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-67- 2.35% |
$21.3K - $23K
|
2.78K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-67- 1.33% |
$21.3K - $23K
|
4.98K
$2.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-67- 6.73% |
$21.3K - $23K
|
928
$389K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-67- 3.17% |
$21.3K - $23K
|
2.04K
$858K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-68- 4.37% |
$21.7K - $23.3K
|
1.49K
$624K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-70- 0.84% |
$22.3K - $24K
|
8.22K
$3.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-70- 9.72% |
$22.3K - $24K
|
650
$273K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-70- 6.11% |
$22.3K - $24K
|
1.08K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-75- 9.93% |
$23.9K - $25.7K
|
680
$285K
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-75- 5.94% |
$23.9K - $25.7K
|
1.19K
$499K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-75- 1.82% |
$23.9K - $25.7K
|
4.05K
$1.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-75- 6.86% |
$23.9K - $25.7K
|
1.02K
$427K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 1.47% |
$23.9K - $25.7K
|
5.02K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-78- 1.66% |
$24.8K - $26.8K
|
4.62K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-85- 0.34% |
$27.1K - $29.2K
|
25K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-88- 9.2% |
$28K - $30.2K
|
869
$365K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-89- 1.68% |
$28.3K - $30.5K
|
5.22K
$2.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-90- 5.67% |
$28.7K - $30.9K
|
1.5K
$628K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-90- 7.04% |
$28.7K - $30.9K
|
1.19K
$499K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-95- 4.78% |
$30.3K - $32.6K
|
1.89K
$794K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-99- 0.6% |
$31.5K - $34K
|
16.4K
$6.88M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 12.02% |
$31.9K - $34.3K
|
732
$307K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-100- 4.59% |
$31.9K - $34.3K
|
2.08K
$873K
|