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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.28% |
$4.85K - $5.17K
|
4.68K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.22% |
$4.47K - $4.77K
|
5.5K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.34K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.67% |
$4.47K - $4.77K
|
1.79K
$798K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.34K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.44% |
$4.1K - $4.38K
|
2.52K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.36% |
$4.1K - $4.38K
|
3.06K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.29% |
$4.1K - $4.38K
|
3.8K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11+ 0.45% |
$4.1K - $4.38K
|
2.46K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10+ 0.02% |
$3.73K - $3.98K
|
49.8K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9+ 0.4% |
$3.35K - $3.58K
|
2.29K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
9+ 0.44% |
$3.35K - $3.58K
|
2.06K
$917K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.88% |
$3.35K - $3.58K
|
1.03K
$458K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.41% |
$2.98K - $3.18K
|
1.98K
$878K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8+ 0.44% |
$2.98K - $3.18K
|
1.84K
$817K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.22% |
$2.61K - $2.78K
|
3.2K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7+ 0.46% |
$2.61K - $2.78K
|
1.51K
$673K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.82% |
$2.24K - $2.39K
|
739
$329K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
6New |
$2.24K - $2.39K
|
6
$2.67K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.38% |
$2.24K - $2.39K
|
1.6K
$712K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.4% |
$2.24K - $2.39K
|
1.52K
$676K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.89% |
$1.86K - $1.99K
|
567
$252K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.39% |
$1.86K - $1.99K
|
1.28K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.49K - $1.59K
|
1.17K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.49K - $1.59K
|
926
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.49K - $1.59K
|
841
$374K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.25% |
$1.49K - $1.59K
|
1.61K
$714K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
3+ 0.25% |
$1.12K - $1.19K
|
1.2K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.5% |
$1.12K - $1.19K
|
602
$268K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.09% |
$1.12K - $1.19K
|
3.45K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.18% |
$1.12K - $1.19K
|
1.68K
$748K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3+ 0.23% |
$1.12K - $1.19K
|
1.28K
$571K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.36% |
$1.12K - $1.19K
|
846
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.12K - $1.19K
|
4.62K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.54% |
$745 - $796
|
371
$165K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.26% |
$745 - $796
|
758
$337K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.51% |
$745 - $796
|
392
$174K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$745 - $796
|
1.28K
$567K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.36% |
$745 - $796
|
554
$246K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.25% |
$745 - $796
|
797
$354K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.08% |
$745 - $796
|
2.61K
$1.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.24% |
$745 - $796
|
847
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2+ 0.07% |
$745 - $796
|
2.71K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.38% |
$745 - $796
|
535
$238K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.92% |
$745 - $796
|
220
$97.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.49% |
$745 - $796
|
410
$182K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$373 - $398
|
739
$329K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$373 - $398
|
1.61K
$714K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$373 - $398
|
1.72K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$373 - $398
|
1.88K
$834K
|