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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7- 10.94% |
$2.86K - $3.14K
|
57
$24K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-7- 1.14% |
$2.86K - $3.14K
|
609
$257K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 13.73% |
$2.86K - $3.14K
|
44
$18.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 3.19% |
$3.27K - $3.59K
|
243
$102K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-8- 0.11% |
$3.27K - $3.59K
|
7.16K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8- 0.99% |
$3.27K - $3.59K
|
804
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$3.27K - $3.59K
|
741
$313K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-8- 47.06% |
$3.27K - $3.59K
|
9
$3.8K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-8- 1.04% |
$3.27K - $3.59K
|
760
$321K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.26% |
$3.68K - $4.04K
|
3.42K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-9- 0.71% |
$3.68K - $4.04K
|
1.26K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 0.33% |
$3.68K - $4.04K
|
2.7K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-9- 1.06% |
$3.68K - $4.04K
|
837
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.61% |
$4.09K - $4.49K
|
1.63K
$687K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-10- 1.27% |
$4.09K - $4.49K
|
780
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 2.56% |
$4.09K - $4.49K
|
380
$160K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$4.09K - $4.49K
|
20.4K
$8.59M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.06% |
$4.5K - $4.94K
|
19.5K
$8.24M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11- 0.71% |
$4.5K - $4.94K
|
1.53K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12- 0.03% |
$4.91K - $5.39K
|
34.6K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12- 4.41% |
$4.91K - $5.39K
|
260
$110K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12- 1.59% |
$4.91K - $5.39K
|
743
$313K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-12- 1.54% |
$4.91K - $5.39K
|
769
$324K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13- 1.06% |
$5.31K - $5.83K
|
1.22K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-14- 10.14% |
$5.72K - $6.28K
|
124
$52.3K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-16- 1.3% |
$6.54K - $7.18K
|
1.21K
$512K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 1.11% |
$6.54K - $7.18K
|
1.43K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-16- 0.06% |
$6.54K - $7.18K
|
25K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-17- 2.41% |
$6.95K - $7.63K
|
688
$290K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-17- 0.64% |
$6.95K - $7.63K
|
2.64K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-18- 23.38% |
$7.36K - $8.08K
|
59
$24.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-19- 1.1% |
$7.77K - $8.53K
|
1.7K
$718K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-21- 2.14% |
$8.58K - $9.43K
|
962
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21- 0.46% |
$8.58K - $9.43K
|
4.59K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24- 2.54% |
$9.81K - $10.8K
|
920
$388K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-24- 1.47% |
$9.81K - $10.8K
|
1.61K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-24- 16.0% |
$9.81K - $10.8K
|
126
$53.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-25- 1.45% |
$10.2K - $11.2K
|
1.69K
$714K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 1.08% |
$10.2K - $11.2K
|
2.3K
$969K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.97% |
$10.2K - $11.2K
|
2.55K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-25- 0.58% |
$10.2K - $11.2K
|
4.26K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-26- 15.57% |
$10.6K - $11.7K
|
141
$59.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-26- 5.78% |
$10.6K - $11.7K
|
424
$179K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-28- 5.03% |
$11.4K - $12.6K
|
529
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-29- 3.31% |
$11.9K - $13K
|
847
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-29- 4.79% |
$11.9K - $13K
|
576
$243K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-30- 2.9% |
$12.3K - $13.5K
|
1.01K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-30- 4.46% |
$12.3K - $13.5K
|
642
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-30- 0.2% |
$12.3K - $13.5K
|
14.8K
$6.26M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-30- 56.6% |
$12.3K - $13.5K
|
23
$9.7K
|