Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3- 0.56% |
$1.23K - $1.35K
|
532
$244K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4- 0.09% |
$1.64K - $1.8K
|
4.28K
$1.97M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4- 0.61% |
$1.64K - $1.8K
|
653
$300K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4- 0.26% |
$1.64K - $1.8K
|
1.54K
$707K
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-4- 0.19% |
$1.64K - $1.8K
|
2.16K
$991K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.25% |
$1.64K - $1.8K
|
1.61K
$739K
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-5- 0.51% |
$2.04K - $2.24K
|
979
$450K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.78% |
$2.04K - $2.24K
|
632
$290K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-6- 0.72% |
$2.45K - $2.69K
|
827
$380K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-6- 0.6% |
$2.45K - $2.69K
|
992
$456K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$2.45K - $2.69K
|
17.5K
$8.03M
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-6- 1.02% |
$2.45K - $2.69K
|
585
$269K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.68% |
$2.45K - $2.69K
|
874
$402K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7- 0.94% |
$2.86K - $3.14K
|
737
$339K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7- 10.94% |
$2.86K - $3.14K
|
57
$26.2K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-7- 1.14% |
$2.86K - $3.14K
|
609
$280K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 13.73% |
$2.86K - $3.14K
|
44
$20.2K
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-8- 0.11% |
$3.27K - $3.59K
|
7.16K
$3.29M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-8- 1.04% |
$3.27K - $3.59K
|
760
$349K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8- 0.99% |
$3.27K - $3.59K
|
804
$369K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$3.27K - $3.59K
|
741
$341K
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-8- 47.06% |
$3.27K - $3.59K
|
9
$4.14K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 3.19% |
$3.27K - $3.59K
|
243
$112K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.26% |
$3.68K - $4.04K
|
3.42K
$1.57M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-9- 1.06% |
$3.68K - $4.04K
|
837
$385K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-9- 0.71% |
$3.68K - $4.04K
|
1.26K
$580K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 0.33% |
$3.68K - $4.04K
|
2.7K
$1.24M
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.61% |
$4.09K - $4.49K
|
1.63K
$749K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-10- 1.27% |
$4.09K - $4.49K
|
780
$358K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$4.09K - $4.49K
|
20.4K
$9.36M
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 2.56% |
$4.09K - $4.49K
|
380
$175K
|
|
Aug 12, 2025
Q1 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-10- 1.95% |
$4.09K - $4.49K
|
504
$232K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.06% |
$4.5K - $4.94K
|
19.5K
$8.98M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11- 0.71% |
$4.5K - $4.94K
|
1.53K
$703K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12- 1.59% |
$4.91K - $5.39K
|
743
$341K
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12- 4.41% |
$4.91K - $5.39K
|
260
$119K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12- 0.03% |
$4.91K - $5.39K
|
34.6K
$15.9M
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-12- 1.54% |
$4.91K - $5.39K
|
769
$353K
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13- 1.06% |
$5.31K - $5.83K
|
1.22K
$560K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-14- 10.14% |
$5.72K - $6.28K
|
124
$57K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-16- 0.06% |
$6.54K - $7.18K
|
25K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-16- 1.3% |
$6.54K - $7.18K
|
1.21K
$557K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 1.11% |
$6.54K - $7.18K
|
1.43K
$655K
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-17- 2.41% |
$6.95K - $7.63K
|
688
$316K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-17- 0.64% |
$6.95K - $7.63K
|
2.64K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-18- 23.38% |
$7.36K - $8.08K
|
59
$27.1K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-19- 1.1% |
$7.77K - $8.53K
|
1.7K
$783K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21- 0.46% |
$8.58K - $9.43K
|
4.59K
$2.11M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-21- 2.14% |
$8.58K - $9.43K
|
962
$442K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24- 2.54% |
$9.81K - $10.8K
|
920
$423K
|