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 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
646
New
$206K - $222K
646 $281K
May 01, 2023 Q1 2023
Sfmg, LLC

BUY
 -
645
New
$205K - $221K
645 $280K
Apr 10, 2023 Q1 2023
Mechanics Bank Trust Department

BUY
 -
641
+ 2.39%
$204K - $220K
27.5K $11.9M
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
638
+ 14.83%
$203K - $219K
4.94K $2.15M
May 11, 2023 Q1 2023
Marmo Financial Group, LLC

Johnson City, TN
BUY
 -
633
New
$202K - $217K
633 $275K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
633
+ 9.18%
$202K - $217K
7.53K $3.27M
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
629
+ 1.86%
$200K - $216K
34.5K $15M
May 15, 2023 Q1 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
625
New
$199K - $214K
625 $272K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
620
+ 3.22%
$197K - $213K
19.9K $8.64M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
618
+ 3.11%
$197K - $212K
20.5K $8.9M
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
616
+ 32.59%
$196K - $211K
2.51K $1.09M
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

BUY
 -
611
New
$195K - $210K
611 $266K
May 09, 2023 Q1 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
601
New
$191K - $206K
601 $261K
Apr 14, 2023 Q1 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
600
New
$191K - $206K
600 $261K
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
600
New
$191K - $206K
600 $261K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
600
New
$191K - $206K
600 $261K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
580
+ 0.53%
$185K - $199K
110K $47.7M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
574
+ 2.14%
$183K - $197K
27.4K $11.9M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
571
+ 2.04%
$182K - $196K
28.6K $12.4M
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
551
+ 58.93%
$175K - $189K
1.49K $646K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
534
+ 3.4%
$170K - $183K
16.2K $7.06M
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
528
+ 5.87%
$168K - $181K
9.52K $4.14M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
520
+ 2.52%
$166K - $178K
21.2K $9.2M
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
507
+ 8.79%
$161K - $174K
6.27K $2.73M
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
505
+ 10.43%
$161K - $173K
5.35K $2.32M
May 15, 2023 Q1 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
500
+ 15.63%
$159K - $172K
3.7K $1.61M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
491
+ 201.23%
$156K - $168K
735 $320K
May 12, 2023 Q1 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
474
+ 1.43%
$151K - $163K
33.7K $14.6M
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

BUY
 -
461
+ 7.47%
$147K - $158K
6.63K $2.88M
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
415
+ 57.88%
$132K - $142K
1.13K $492K
Apr 26, 2023 Q1 2023
Zwj Investment Counsel Inc

BUY
 -
398
+ 52.44%
$127K - $137K
1.16K $503K
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

BUY
 -
393
+ 0.65%
$125K - $135K
61.2K $26.6M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
392
+ 6.66%
$125K - $134K
6.28K $2.73M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
367
+ 8.13%
$117K - $126K
4.88K $2.12M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
366
+ 48.87%
$117K - $126K
1.12K $485K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
361
+ 18.98%
$115K - $124K
2.26K $984K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
350
New
$111K - $120K
350 $152K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
343
New
$109K - $118K
343 $149K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
338
+ 23.5%
$108K - $116K
1.78K $772K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
329
+ 3.58%
$105K - $113K
9.51K $4.13M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
322
+ 1.15%
$103K - $110K
28.2K $12.3M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
311
+ 17.14%
$99.1K - $107K
2.13K $924K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
302
+ 27.96%
$96.2K - $104K
1.38K $601K
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
300
+ 38.27%
$95.6K - $103K
1.08K $471K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
299
+ 3.11%
$95.2K - $103K
9.91K $4.31M
May 04, 2023 Q1 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
298
+ 41.33%
$94.9K - $102K
1.02K $443K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
280
New
$89.2K - $96K
280 $122K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
278
+ 15.88%
$88.5K - $95.4K
2.03K $882K
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
251
+ 1.85%
$79.9K - $86.1K
13.8K $6.02M

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