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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-49- 3.03% |
$18.3K - $19.5K
|
1.57K
$662K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-49- 9.48% |
$18.3K - $19.5K
|
468
$197K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-49- 33.79% |
$18.3K - $19.5K
|
96
$40.5K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-49- 4.79% |
$18.3K - $19.5K
|
973
$410K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-50- 1.93% |
$18.6K - $19.9K
|
2.54K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 50.0% |
$18.6K - $19.9K
|
50
$21.1K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-50- 2.16% |
$18.6K - $19.9K
|
2.26K
$954K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-51- 1.07% |
$19K - $20.3K
|
4.71K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-51- 2.73% |
$19K - $20.3K
|
1.82K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-51- 3.13% |
$19K - $20.3K
|
1.58K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-52- 8.47% |
$19.4K - $20.7K
|
562
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-53- 1.01% |
$19.8K - $21.1K
|
5.2K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54- 6.93% |
$20.1K - $21.5K
|
725
$306K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-55- 0.84% |
$20.5K - $21.9K
|
6.51K
$2.75M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-56- 7.32% |
$20.9K - $22.3K
|
709
$299K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-56- 5.0% |
$20.9K - $22.3K
|
1.07K
$449K
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-56- 8.81% |
$20.9K - $22.3K
|
580
$245K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-58- 3.13% |
$21.6K - $23.1K
|
1.79K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-58- 11.76% |
$21.6K - $23.1K
|
435
$183K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-63- 3.58% |
$23.5K - $25.1K
|
1.7K
$716K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-66- 2.23% |
$24.6K - $26.3K
|
2.89K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-67- 1.77% |
$25K - $26.6K
|
3.71K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-69- 1.02% |
$25.7K - $27.4K
|
6.66K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69- 5.86% |
$25.7K - $27.4K
|
1.11K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-70- 2.36% |
$26.1K - $27.8K
|
2.9K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-70- 2.71% |
$26.1K - $27.8K
|
2.51K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-70- 1.67% |
$26.1K - $27.8K
|
4.11K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-72- 18.05% |
$26.8K - $28.6K
|
327
$138K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-74- 1.3% |
$27.6K - $29.4K
|
5.62K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 7.79% |
$28K - $29.8K
|
888
$375K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-75- 1.81% |
$28K - $29.8K
|
4.08K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-77- 24.84% |
$28.7K - $30.6K
|
233
$98.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80- 3.65% |
$29.8K - $31.8K
|
2.11K
$890K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-85- 0.25% |
$31.7K - $33.8K
|
34.6K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-85- 4.39% |
$31.7K - $33.8K
|
1.85K
$781K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87- 2.63% |
$32.4K - $34.6K
|
3.22K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-87- 4.75% |
$32.4K - $34.6K
|
1.75K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-88- 3.83% |
$32.8K - $35K
|
2.21K
$931K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-88- 6.84% |
$32.8K - $35K
|
1.2K
$506K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-88- 1.33% |
$32.8K - $35K
|
6.55K
$2.76M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-90- 0.3% |
$33.5K - $35.8K
|
30.1K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-90- 3.72% |
$33.5K - $35.8K
|
2.33K
$984K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-94- 91.26% |
$35K - $37.4K
|
9
$3.8K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-97- 2.75% |
$36.2K - $38.6K
|
3.43K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-99- 9.12% |
$36.9K - $39.4K
|
987
$416K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 3.27% |
$37.3K - $39.8K
|
2.96K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 1.27% |
$37.3K - $39.8K
|
7.75K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-100- 15.02% |
$37.3K - $39.8K
|
566
$239K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 2.68% |
$37.3K - $39.8K
|
3.63K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-100- 4.3% |
$37.3K - $39.8K
|
2.22K
$938K
|