Purchases and Sales Made in Q1 2024 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 2024. 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 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.71% |
$373 - $398
|
142
$65.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$373 - $398
|
589
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.31% |
$373 - $398
|
327
$150K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.14% |
$373 - $398
|
703
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.18% |
$373 - $398
|
559
$257K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$373 - $398
|
1.72K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.12% |
$373 - $398
|
862
$396K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$373 - $398
|
739
$340K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.16% |
$373 - $398
|
627
$288K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.08% |
$373 - $398
|
1.28K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.09% |
$373 - $398
|
1.17K
$539K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1+ 0.04% |
$373 - $398
|
2.76K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.1% |
$373 - $398
|
1K
$460K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$373 - $398
|
2.16K
$994K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.25% |
$373 - $398
|
401
$184K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$373 - $398
|
270
$124K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$373 - $398
|
1.61K
$738K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.05% |
$373 - $398
|
2.19K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$373 - $398
|
1.88K
$862K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$373 - $398
|
357
$164K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$373 - $398
|
1.63K
$750K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.17% |
$373 - $398
|
596
$274K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.08% |
$373 - $398
|
1.2K
$551K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1- 0.05% |
$373 - $398
|
1.92K
$880K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 16.67% |
$373 - $398
|
5
$2.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$373 - $398
|
4.02K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 33.33% |
$373 - $398
|
2
$919
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2- 0.12% |
$745 - $796
|
1.66K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 75.0% |
$1.12K - $1.19K
|
1
$460
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 50.0% |
$1.12K - $1.19K
|
3
$1.38K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4- 0.5% |
$1.49K - $1.59K
|
796
$366K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4- 0.16% |
$1.49K - $1.59K
|
2.46K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.33% |
$1.49K - $1.59K
|
1.2K
$552K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 1.57% |
$1.49K - $1.59K
|
251
$115K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-4- 0.35% |
$1.49K - $1.59K
|
1.13K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4- 0.1% |
$1.49K - $1.59K
|
3.83K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-5- 0.12% |
$1.86K - $1.99K
|
4.24K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-6- 0.47% |
$2.24K - $2.39K
|
1.27K
$583K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-6- 0.27% |
$2.24K - $2.39K
|
2.21K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6- 0.29% |
$2.24K - $2.39K
|
2.03K
$934K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6Closed |
$2.24K - $2.39K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.46% |
$2.61K - $2.78K
|
1.5K
$690K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-7- 0.68% |
$2.61K - $2.78K
|
1.02K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 0.96% |
$2.61K - $2.78K
|
720
$331K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8- 0.36% |
$2.98K - $3.18K
|
2.2K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-8- 0.37% |
$2.98K - $3.18K
|
2.15K
$989K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9- 15.25% |
$3.35K - $3.58K
|
50
$23K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9- 0.98% |
$3.35K - $3.58K
|
910
$418K
|