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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
250New |
$79.6K - $85.8K
|
250
$106K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
246+ 5.43% |
$78.4K - $84.4K
|
4.77K
$2.02M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
245New |
$78K - $84K
|
245
$104K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
237+ 0.68% |
$75.5K - $81.3K
|
35.1K
$14.9M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
235+ 3.45% |
$74.8K - $80.6K
|
7.04K
$2.98M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
234+ 45.44% |
$74.5K - $80.3K
|
749
$317K
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
228+ 0.56% |
$72.6K - $78.2K
|
41.2K
$17.4M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
221New |
$70.4K - $75.8K
|
221
$93.7K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
219+ 4.01% |
$69.8K - $75.1K
|
5.68K
$2.41M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
218+ 17.19% |
$69.4K - $74.8K
|
1.49K
$630K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
209New |
$66.6K - $71.7K
|
209
$88.6K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
205+ 7.26% |
$65.3K - $70.3K
|
3.03K
$1.28M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
204New |
$65K - $70K
|
204
$86.5K
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
200+ 24.15% |
$63.7K - $68.6K
|
1.03K
$436K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
200+ 13.75% |
$63.7K - $68.6K
|
1.66K
$701K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
198+ 13.37% |
$63.1K - $67.9K
|
1.68K
$712K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 46.1% |
$62.1K - $66.9K
|
618
$262K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
195+ 21.62% |
$62.1K - $66.9K
|
1.1K
$465K
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
190+ 6.33% |
$60.5K - $65.2K
|
3.19K
$1.35M
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
185+ 6.6% |
$58.9K - $63.5K
|
2.99K
$1.27M
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
179+ 3.48% |
$57K - $61.4K
|
5.32K
$2.25M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
177+ 4.93% |
$56.4K - $60.7K
|
3.77K
$1.6M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
175New |
$55.7K - $60K
|
175
$74.2K
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
175+ 1.13% |
$55.7K - $60K
|
15.7K
$6.66M
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
175+ 10.74% |
$55.7K - $60K
|
1.8K
$765K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
175+ 1.87% |
$55.7K - $60K
|
9.54K
$4.04M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 4.5% |
$55.7K - $60K
|
4.06K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
170+ 0.47% |
$54.1K - $58.3K
|
36.5K
$15.5M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
168+ 27.77% |
$53.5K - $57.6K
|
773
$328K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
165+ 0.9% |
$52.6K - $56.6K
|
18.5K
$7.82M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
159+ 3.31% |
$50.6K - $54.5K
|
4.96K
$2.1M
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
158+ 19.75% |
$50.3K - $54.2K
|
958
$406K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
155+ 310.0% |
$49.4K - $53.2K
|
205
$86.9K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
153+ 15.97% |
$48.7K - $52.5K
|
1.11K
$471K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
153+ 0.52% |
$48.7K - $52.5K
|
29.3K
$12.4M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
153+ 3.72% |
$48.7K - $52.5K
|
4.27K
$1.81M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151+ 17.54% |
$48.1K - $51.8K
|
1.01K
$429K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$47.8K - $51.5K
|
150
$63.6K
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
150+ 9.68% |
$47.8K - $51.5K
|
1.7K
$720K
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
150+ 4.27% |
$47.8K - $51.5K
|
3.67K
$1.55M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
148New |
$47.1K - $50.8K
|
148
$62.7K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
148+ 11.98% |
$47.1K - $50.8K
|
1.38K
$586K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
147New |
$46.8K - $50.4K
|
147
$62.3K
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
143+ 1.06% |
$45.5K - $49.1K
|
13.7K
$5.79M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
142+ 37.87% |
$45.2K - $48.7K
|
517
$219K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
140+ 72.16% |
$44.6K - $48K
|
334
$142K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
130+ 265.31% |
$41.4K - $44.6K
|
179
$75.9K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
129+ 7.59% |
$41.1K - $44.3K
|
1.83K
$775K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
120+ 10.68% |
$38.2K - $41.2K
|
1.24K
$527K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
113+ 14.79% |
$36K - $38.8K
|
877
$372K
|