Purchases and Sales Made in Q1 2023 in Spdr Dow Jones Industrial Average ETF Trust (DIA)

DIA Quotes by TradingView

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 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.28K
New
$408K - $439K
1.28K $542K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
1.27K
+ 29.95%
$404K - $436K
5.51K $2.34M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
1.27K
+ 380.48%
$404K - $435K
1.6K $678K
May 12, 2023 Q1 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
1.26K
New
$400K - $431K
1.26K $532K
May 15, 2023 Q1 2023
Harris Associates L P

Chicago, IL
BUY
 -
1.25K
New
$398K - $429K
1.25K $530K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.24K
+ 11.68%
$394K - $425K
11.8K $5.02M
May 12, 2023 Q1 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
1.23K
+ 191.16%
$393K - $423K
1.88K $796K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
1.23K
+ 55.99%
$392K - $422K
3.43K $1.45M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.16K
New
$370K - $398K
1.16K $492K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.16K
+ 0.93%
$369K - $398K
125K $53.2M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.13K
New
$361K - $389K
1.13K $480K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.13K
New
$361K - $389K
1.13K $480K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.12K
+ 57.03%
$358K - $385K
3.09K $1.31M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.09K
+ 134.48%
$348K - $375K
1.9K $807K
May 01, 2023 Q1 2023
Narwhal Capital Management

BUY
 -
1.09K
+ 11.83%
$346K - $372K
10.3K $4.35M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.08K
+ 16.21%
$345K - $372K
7.76K $3.29M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
1.06K
+ 5.5%
$339K - $365K
20.4K $8.65M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
1.04K
+ 20.09%
$331K - $357K
6.22K $2.63M
May 15, 2023 Q1 2023
Sassicaia Capital Advisers LLC

Jericho, NY
BUY
 -
1K
+ 22.22%
$319K - $343K
5.5K $2.33M
May 11, 2023 Q1 2023
Drexel Morgan & Co.

Radnor, PA
BUY
 -
1K
+ 100.0%
$319K - $343K
2K $848K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
998
+ 26.9%
$318K - $342K
4.71K $2M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
991
New
$316K - $340K
991 $420K
Apr 11, 2023 Q1 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
956
+ 10.44%
$304K - $328K
10.1K $4.29M
May 09, 2023 Q1 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
942
New
$300K - $323K
942 $399K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
909
New
$290K - $312K
909 $385K
May 12, 2023 Q1 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
888
New
$283K - $305K
888 $376K
Apr 20, 2023 Q1 2023
Oak Harvest Investment Services

BUY
 -
845
+ 2.5%
$269K - $290K
34.7K $14.7M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
834
New
$266K - $286K
834 $353K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
797
+ 11.83%
$254K - $273K
7.53K $3.19M
Apr 26, 2023 Q1 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
789
+ 4.48%
$251K - $271K
18.4K $7.79M
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
782
New
$249K - $268K
782 $331K
May 15, 2023 Q1 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
780
+ 69.27%
$248K - $268K
1.91K $808K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
780
+ 15.18%
$248K - $268K
5.92K $2.51M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
777
New
$247K - $267K
777 $329K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
762
+ 2.01%
$243K - $261K
38.7K $16.4M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
760
+ 2.14%
$242K - $261K
36.3K $15.4M
May 12, 2023 Q1 2023
Natixis

Paris, I0
BUY
 -
750
+ 25000.0%
$239K - $257K
753 $319K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
740
+ 37.68%
$236K - $254K
2.7K $1.15M
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
734
New
$234K - $252K
734 $311K
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
733
New
$233K - $251K
733 $311K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
732
New
$233K - $251K
732 $310K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
731
+ 12.7%
$233K - $251K
6.49K $2.75M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
726
+ 87.58%
$231K - $249K
1.56K $659K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
694
+ 17.8%
$221K - $238K
4.59K $1.95M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
687
New
$219K - $236K
687 $291K
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
686
New
$218K - $235K
686 $291K
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
667
New
$212K - $229K
667 $283K
Apr 17, 2023 Q1 2023
Compass Ion Advisors, LLC

BUY
 -
663
+ 27.74%
$211K - $227K
3.05K $1.29M
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
652
New
$208K - $224K
652 $276K

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