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 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
60+ 0.55% |
$22.4K - $23.9K
|
10.9K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 1.95% |
$21.6K - $23.1K
|
3.04K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
55+ 0.44% |
$20.5K - $21.9K
|
12.6K
$5.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
55+ 7.45% |
$20.5K - $21.9K
|
793
$336K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
55+ 2.35% |
$20.5K - $21.9K
|
2.39K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
53+ 6.35% |
$19.8K - $21.1K
|
888
$377K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
53+ 3.68% |
$19.8K - $21.1K
|
1.49K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
52+ 100.0% |
$19.4K - $20.7K
|
104
$44.1K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51+ 364.29% |
$19K - $20.3K
|
65
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
51+ 4.54% |
$19K - $20.3K
|
1.17K
$498K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
50+ 1.48% |
$18.6K - $19.9K
|
3.44K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.12% |
$18.6K - $19.9K
|
4.53K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 7.02% |
$18.6K - $19.9K
|
762
$323K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
47+ 0.14% |
$17.5K - $18.7K
|
34.8K
$14.8M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
42+ 6.84% |
$15.7K - $16.7K
|
656
$278K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41New |
$15.3K - $16.3K
|
41
$17.4K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
39+ 5.41% |
$14.5K - $15.5K
|
760
$322K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 36.73% |
$13.4K - $14.3K
|
134
$56.8K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36+ 5.26% |
$13.4K - $14.3K
|
720
$305K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 3.24% |
$13K - $13.9K
|
1.12K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
34+ 0.41% |
$12.7K - $13.5K
|
8.25K
$3.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34+ 1.15% |
$12.7K - $13.5K
|
3K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
34+ 0.41% |
$12.7K - $13.5K
|
8.35K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 3.99% |
$12.3K - $13.1K
|
860
$365K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
31+ 4.14% |
$11.6K - $12.3K
|
780
$331K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
31+ 3.28% |
$11.6K - $12.3K
|
977
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 5.38% |
$10.8K - $11.5K
|
568
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 0.41% |
$10.8K - $11.5K
|
7.16K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
28+ 0.71% |
$10.4K - $11.1K
|
4K
$1.69M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
27+ 16.27% |
$10.1K - $10.7K
|
193
$81.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 0.42% |
$9.69K - $10.3K
|
6.28K
$2.67M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 5.24% |
$8.95K - $9.55K
|
482
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24+ 19.35% |
$8.95K - $9.55K
|
148
$62.8K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23+ 0.59% |
$8.57K - $9.15K
|
3.94K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
23+ 1.77% |
$8.57K - $9.15K
|
1.33K
$563K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 3.69% |
$8.2K - $8.75K
|
619
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
22+ 0.34% |
$8.2K - $8.75K
|
6.49K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
21+ 2.73% |
$7.83K - $8.35K
|
790
$335K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
21+ 3.65% |
$7.83K - $8.35K
|
596
$253K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17+ 0.43% |
$6.34K - $6.76K
|
3.93K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17+ 0.66% |
$6.34K - $6.76K
|
2.59K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 35.71% |
$5.59K - $5.97K
|
57
$24.2K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.59% |
$5.59K - $5.97K
|
2.57K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.12% |
$5.59K - $5.97K
|
13K
$5.52M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.41% |
$5.22K - $5.57K
|
3.4K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.23% |
$4.85K - $5.17K
|
5.63K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13+ 1.03% |
$4.85K - $5.17K
|
1.27K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.28% |
$4.85K - $5.17K
|
4.68K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.67% |
$4.47K - $4.77K
|
1.79K
$761K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.09K
|