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 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
408+ 24.11% |
$152K - $162K
|
2.1K
$933K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
400+ 11.2% |
$149K - $159K
|
3.97K
$1.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
399+ 5.61% |
$149K - $159K
|
7.52K
$3.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
393+ 5.2% |
$146K - $156K
|
7.95K
$3.53M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
387New |
$144K - $154K
|
387
$172K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
377+ 7.61% |
$141K - $150K
|
5.33K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
371New |
$138K - $148K
|
371
$165K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
362+ 14.12% |
$135K - $144K
|
2.93K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
360+ 4.72% |
$134K - $143K
|
7.98K
$3.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
360+ 23.09% |
$134K - $143K
|
1.92K
$852K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
357+ 18.85% |
$133K - $142K
|
2.25K
$1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
357+ 6.33% |
$133K - $142K
|
6K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
356+ 51.97% |
$133K - $142K
|
1.04K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
333New |
$124K - $132K
|
333
$148K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
330+ 8.97% |
$123K - $131K
|
4.01K
$1.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
328+ 6.86% |
$122K - $130K
|
5.11K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
327+ 4.07% |
$122K - $130K
|
8.37K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
310+ 8.26% |
$116K - $123K
|
4.06K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
300+ 46.58% |
$112K - $119K
|
944
$419K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
272+ 11.83% |
$101K - $108K
|
2.57K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
266+ 111.3% |
$99.1K - $106K
|
505
$224K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
263+ 9.29% |
$98K - $105K
|
3.09K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
260New |
$96.9K - $103K
|
260
$115K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
257+ 6.76% |
$95.8K - $102K
|
4.06K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
250New |
$93.2K - $99.4K
|
250
$111K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
250New |
$93.2K - $99.4K
|
250
$111K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
247+ 3.5% |
$92.1K - $98.2K
|
7.31K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
246+ 9.83% |
$91.7K - $97.8K
|
2.75K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
238+ 9.05% |
$88.7K - $94.7K
|
2.87K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
235New |
$87.6K - $93.5K
|
235
$104K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
224+ 1.59% |
$83.5K - $89.1K
|
14.3K
$6.37M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
223+ 3.48% |
$83.1K - $88.7K
|
6.63K
$2.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
220+ 2.64% |
$82K - $87.5K
|
8.56K
$3.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
217+ 16.27% |
$80.9K - $86.3K
|
1.55K
$689K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
215+ 2.97% |
$80.1K - $85.5K
|
7.45K
$3.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
213+ 33.23% |
$79.4K - $84.7K
|
854
$379K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
207+ 16.73% |
$77.2K - $82.3K
|
1.44K
$641K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
200+ 21.44% |
$74.5K - $79.6K
|
1.13K
$503K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 20.0% |
$74.5K - $79.6K
|
1.2K
$533K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$74.5K - $79.6K
|
200
$88.8K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
197+ 10.47% |
$73.4K - $78.4K
|
2.08K
$923K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
188+ 29.24% |
$70.1K - $74.8K
|
831
$369K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
186+ 13.51% |
$69.3K - $74K
|
1.56K
$694K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
176+ 13.53% |
$65.6K - $70K
|
1.48K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
173+ 29.27% |
$64.5K - $68.8K
|
764
$339K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
170+ 1.56% |
$63.4K - $67.6K
|
11.1K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
169+ 2.57% |
$63K - $67.2K
|
6.75K
$3M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
166+ 5.48% |
$61.9K - $66K
|
3.2K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
164+ 5.03% |
$61.1K - $65.2K
|
3.43K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
164+ 0.51% |
$61.1K - $65.2K
|
32.1K
$14.2M
|