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 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.27KNew |
$1.68M - $1.81M
|
5.27K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.17K+ 21.95% |
$1.65M - $1.77M
|
28.7K
$12.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.14K+ 27.07% |
$1.64M - $1.76M
|
24.1K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
4.5KNew |
$1.43M - $1.54M
|
4.5K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.3K+ 30.6% |
$1.37M - $1.47M
|
18.3K
$7.97M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.06K+ 38.1% |
$1.29M - $1.39M
|
14.7K
$6.4M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.82K+ 272.69% |
$1.22M - $1.31M
|
5.21K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.8K+ 15.77% |
$1.21M - $1.3M
|
27.9K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.78KNew |
$1.2M - $1.3M
|
3.78K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.77K+ 250.33% |
$1.2M - $1.29M
|
5.28K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.64KNew |
$1.16M - $1.25M
|
3.64K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.41K+ 21.62% |
$1.09M - $1.17M
|
19.2K
$8.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.35K+ 4.07% |
$1.07M - $1.15M
|
85.6K
$37.2M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.21KNew |
$1.02M - $1.1M
|
3.21K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.19K+ 52.85% |
$1.02M - $1.09M
|
9.22K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.17K+ 6.46% |
$1.01M - $1.09M
|
52.3K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
3.15KNew |
$1M - $1.08M
|
3.15K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.14KNew |
$1M - $1.08M
|
3.14K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.08K+ 15.17% |
$982K - $1.06M
|
23.4K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93KNew |
$932K - $1M
|
2.93K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.8K+ 7.01% |
$893K - $962K
|
42.8K
$18.6M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.78KNew |
$886K - $954K
|
2.78K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.76K+ 229.21% |
$880K - $947K
|
3.97K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.71K+ 5.43% |
$862K - $929K
|
52.6K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.69K+ 67.97% |
$855K - $921K
|
6.64K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.65K+ 40.87% |
$845K - $910K
|
9.15K
$3.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.48K+ 230.64% |
$791K - $852K
|
3.56K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 37.97% |
$778K - $838K
|
8.88K
$3.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.4K+ 252.15% |
$765K - $824K
|
3.36K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 1.54% |
$764K - $823K
|
158K
$68.9M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.15K+ 31.29% |
$686K - $739K
|
9.04K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.11K+ 3.05% |
$671K - $722K
|
71.2K
$30.9M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.07KNew |
$659K - $710K
|
2.07K
$900K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.91K+ 2.42% |
$608K - $655K
|
80.7K
$35.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 5.42% |
$587K - $632K
|
35.8K
$15.6M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.78K+ 49.9% |
$565K - $609K
|
5.33K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.76K+ 211.81% |
$560K - $603K
|
2.59K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.65K+ 3.01% |
$527K - $567K
|
56.7K
$24.6M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.61K+ 14663.64% |
$514K - $553K
|
1.62K
$706K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 168.1% |
$498K - $537K
|
2.5K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.57K+ 14.75% |
$498K - $537K
|
12.2K
$5.29M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 168.1% |
$498K - $537K
|
2.5K
$1.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.55K+ 114.05% |
$494K - $532K
|
2.91K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.54KNew |
$490K - $527K
|
1.54K
$668K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.52KNew |
$483K - $520K
|
1.52K
$659K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.51KNew |
$482K - $519K
|
1.51K
$657K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.43K+ 130.38% |
$454K - $489K
|
2.52K
$1.09M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.39KNew |
$441K - $475K
|
1.39K
$602K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.34KNew |
$428K - $461K
|
1.34K
$584K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 40.11% |
$414K - $446K
|
4.54K
$1.97M
|