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 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 2.59% |
$40.3K - $43K
|
4.06K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-111- 6.49% |
$41.4K - $44.2K
|
1.6K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-113- 12.2% |
$42.1K - $44.9K
|
813
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 1.65% |
$42.9K - $45.7K
|
6.86K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-120- 8.6% |
$44.7K - $47.7K
|
1.28K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-120- 5.63% |
$44.7K - $47.7K
|
2.01K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-121- 18.14% |
$45.1K - $48.1K
|
546
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-121- 0.75% |
$45.1K - $48.1K
|
15.9K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-124- 7.93% |
$46.2K - $49.3K
|
1.44K
$550K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-124- 7.69% |
$46.2K - $49.3K
|
1.49K
$568K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-124- 0.86% |
$46.2K - $49.3K
|
14.3K
$5.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-125- 5.12% |
$46.6K - $49.7K
|
2.32K
$885K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-125- 0.31% |
$46.6K - $49.7K
|
39.9K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-129- 12.4% |
$48.1K - $51.3K
|
911
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-130- 9.15% |
$48.5K - $51.7K
|
1.29K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-131- 1.8% |
$48.8K - $52.1K
|
7.15K
$2.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-144- 11.34% |
$53.7K - $57.3K
|
1.13K
$430K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-150- 28.57% |
$55.9K - $59.7K
|
375
$143K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-154- 28.31% |
$57.4K - $61.3K
|
390
$149K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-154- 2.16% |
$57.4K - $61.3K
|
6.98K
$2.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-155- 4.02% |
$57.8K - $61.7K
|
3.71K
$1.41M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-155- 7.91% |
$57.8K - $61.7K
|
1.8K
$688K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-157- 9.98% |
$58.5K - $62.4K
|
1.42K
$540K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-158- 3.07% |
$58.9K - $62.8K
|
4.99K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-160- 14.1% |
$59.6K - $63.6K
|
975
$372K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-165- 4.77% |
$61.5K - $65.6K
|
3.3K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-168- 4.75% |
$62.6K - $66.8K
|
3.37K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-169- 4.85% |
$63K - $67.2K
|
3.31K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-170- 7.11% |
$63.4K - $67.6K
|
2.22K
$848K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-170- 4.34% |
$63.4K - $67.6K
|
3.75K
$1.43M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-177- 2.62% |
$66K - $70.4K
|
6.57K
$2.51M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-180- 1.55% |
$67.1K - $71.6K
|
11.4K
$4.36M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-182- 1.77% |
$67.8K - $72.4K
|
10.1K
$3.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-182- 8.72% |
$67.8K - $72.4K
|
1.9K
$727K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-185- 6.08% |
$69K - $73.6K
|
2.86K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-187- 2.64% |
$69.7K - $74.4K
|
6.91K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-187- 16.64% |
$69.7K - $74.4K
|
937
$358K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-198- 13.03% |
$73.8K - $78.8K
|
1.32K
$504K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-199- 2.4% |
$74.2K - $79.2K
|
8.09K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-200- 26.74% |
$74.5K - $79.6K
|
548
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-200- 5.12% |
$74.5K - $79.6K
|
3.71K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-202- 13.05% |
$75.3K - $80.3K
|
1.35K
$514K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-203- 7.28% |
$75.7K - $80.7K
|
2.59K
$987K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-205- 18.77% |
$76.4K - $81.5K
|
887
$338K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-205- 11.84% |
$76.4K - $81.5K
|
1.53K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-205- 6.02% |
$76.4K - $81.5K
|
3.2K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-205- 1.18% |
$76.4K - $81.5K
|
17.2K
$6.57M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-206- 13.56% |
$76.8K - $81.9K
|
1.31K
$501K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-210- 9.43% |
$78.3K - $83.5K
|
2.02K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-214- 21.42% |
$79.8K - $85.1K
|
785
$300K
|