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 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
14+ 0.41% |
$5.22K - $5.57K
|
3.4K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.28% |
$4.85K - $5.17K
|
4.68K
$2.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.23% |
$4.85K - $5.17K
|
5.63K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13+ 1.03% |
$4.85K - $5.17K
|
1.27K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.67% |
$4.47K - $4.77K
|
1.79K
$830K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.55K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.22% |
$4.47K - $4.77K
|
5.5K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.36% |
$4.1K - $4.38K
|
3.06K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.44% |
$4.1K - $4.38K
|
2.52K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.29% |
$4.1K - $4.38K
|
3.8K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11+ 0.45% |
$4.1K - $4.38K
|
2.46K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10+ 0.02% |
$3.73K - $3.98K
|
49.8K
$23M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
9+ 0.44% |
$3.35K - $3.58K
|
2.06K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9+ 0.4% |
$3.35K - $3.58K
|
2.29K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.88% |
$3.35K - $3.58K
|
1.03K
$477K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.41% |
$2.98K - $3.18K
|
1.98K
$914K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8+ 0.44% |
$2.98K - $3.18K
|
1.84K
$850K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.22% |
$2.61K - $2.78K
|
3.2K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7+ 0.46% |
$2.61K - $2.78K
|
1.51K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.4% |
$2.24K - $2.39K
|
1.52K
$703K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.38% |
$2.24K - $2.39K
|
1.6K
$741K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.82% |
$2.24K - $2.39K
|
739
$342K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
6New |
$2.24K - $2.39K
|
6
$2.78K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.39% |
$1.86K - $1.99K
|
1.28K
$594K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.89% |
$1.86K - $1.99K
|
567
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.49K - $1.59K
|
926
$428K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.25% |
$1.49K - $1.59K
|
1.61K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.49K - $1.59K
|
1.17K
$540K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.49K - $1.59K
|
841
$389K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.5% |
$1.12K - $1.19K
|
602
$279K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.36% |
$1.12K - $1.19K
|
846
$391K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
3+ 0.25% |
$1.12K - $1.19K
|
1.2K
$554K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3+ 0.23% |
$1.12K - $1.19K
|
1.28K
$594K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.12K - $1.19K
|
4.62K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.09% |
$1.12K - $1.19K
|
3.45K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.18% |
$1.12K - $1.19K
|
1.68K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.26% |
$745 - $796
|
758
$351K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.38% |
$745 - $796
|
535
$248K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.24% |
$745 - $796
|
847
$392K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.36% |
$745 - $796
|
554
$256K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.51% |
$745 - $796
|
392
$181K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.08% |
$745 - $796
|
2.61K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.92% |
$745 - $796
|
220
$102K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.49% |
$745 - $796
|
410
$190K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2+ 0.07% |
$745 - $796
|
2.71K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.54% |
$745 - $796
|
371
$172K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.25% |
$745 - $796
|
797
$369K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$745 - $796
|
1.28K
$590K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.05% |
$373 - $398
|
2.2K
$1.02M
|