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
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-24- 1.47% |
$9.81K - $10.8K
|
1.61K
$738K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-24- 16.0% |
$9.81K - $10.8K
|
126
$57.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 1.08% |
$10.2K - $11.2K
|
2.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-25- 1.45% |
$10.2K - $11.2K
|
1.69K
$778K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-25- 0.58% |
$10.2K - $11.2K
|
4.26K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.97% |
$10.2K - $11.2K
|
2.55K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-26- 5.78% |
$10.6K - $11.7K
|
424
$195K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-26- 15.57% |
$10.6K - $11.7K
|
141
$64.8K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-28- 5.03% |
$11.4K - $12.6K
|
529
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-29- 4.79% |
$11.9K - $13K
|
576
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-29- 3.31% |
$11.9K - $13K
|
847
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-30- 4.46% |
$12.3K - $13.5K
|
642
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-30- 90.91% |
$12.3K - $13.5K
|
3
$1.38K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-30- 0.2% |
$12.3K - $13.5K
|
14.8K
$6.82M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-30- 56.6% |
$12.3K - $13.5K
|
23
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-30- 2.9% |
$12.3K - $13.5K
|
1.01K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-31- 5.94% |
$12.7K - $13.9K
|
491
$226K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-32- 1.23% |
$13.1K - $14.4K
|
2.57K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-33- 2.92% |
$13.5K - $14.8K
|
1.1K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-34- 12.59% |
$13.9K - $15.3K
|
236
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-34- 15.53% |
$13.9K - $15.3K
|
185
$85K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-34- 0.25% |
$13.9K - $15.3K
|
13.4K
$6.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-35- 6.09% |
$14.3K - $15.7K
|
540
$248K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 70.59% |
$14.7K - $16.2K
|
15
$6.89K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-36- 2.88% |
$14.7K - $16.2K
|
1.21K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-36- 1.7% |
$14.7K - $16.2K
|
2.09K
$959K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 1.62% |
$14.7K - $16.2K
|
2.19K
$1.01M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-36- 5.3% |
$14.7K - $16.2K
|
643
$295K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-36- 1.94% |
$14.7K - $16.2K
|
1.82K
$838K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 0.98% |
$15.1K - $16.6K
|
3.75K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-38- 2.19% |
$15.5K - $17.1K
|
1.7K
$779K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38- 0.78% |
$15.5K - $17.1K
|
4.84K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-38- 13.92% |
$15.5K - $17.1K
|
235
$108K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.73% |
$15.9K - $17.5K
|
5.27K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-39- 6.6% |
$15.9K - $17.5K
|
552
$254K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-40- 6.02% |
$16.4K - $18K
|
625
$287K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-40- 5.93% |
$16.4K - $18K
|
635
$292K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-41- 3.56% |
$16.8K - $18.4K
|
1.11K
$510K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-43- 3.71% |
$17.6K - $19.3K
|
1.12K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-45- 1.17% |
$18.4K - $20.2K
|
3.81K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-45- 2.34% |
$18.4K - $20.2K
|
1.88K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-45- 4.97% |
$18.4K - $20.2K
|
860
$395K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-46- 2.6% |
$18.8K - $20.6K
|
1.72K
$790K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-48- 2.08% |
$19.6K - $21.5K
|
2.26K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-49- 1.91% |
$20K - $22K
|
2.52K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 16.12% |
$20K - $22K
|
255
$117K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 7.86% |
$20.4K - $22.4K
|
586
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-50- 3.05% |
$20.4K - $22.4K
|
1.59K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-50- 2.16% |
$20.4K - $22.4K
|
2.26K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-50- 1.86% |
$20.4K - $22.4K
|
2.63K
$1.21M
|