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 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-68- 6.02% |
$27.8K - $30.5K
|
1.06K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-69- 0.31% |
$28.2K - $31K
|
21.9K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-69- 0.78% |
$28.2K - $31K
|
8.75K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-70- 5.74% |
$28.6K - $31.4K
|
1.15K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-70- 0.61% |
$28.6K - $31.4K
|
11.4K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-71- 4.53% |
$29K - $31.9K
|
1.5K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-75- 7.97% |
$30.7K - $33.7K
|
866
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 4.6% |
$30.7K - $33.7K
|
1.56K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-75- 5.43% |
$30.7K - $33.7K
|
1.31K
$551K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-75- 4.71% |
$30.7K - $33.7K
|
1.52K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-78- 1.97% |
$31.9K - $35K
|
3.89K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-78- 0.99% |
$31.9K - $35K
|
7.78K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-79- 2.57% |
$32.3K - $35.5K
|
2.99K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.33% |
$32.7K - $35.9K
|
24K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-82- 0.62% |
$33.5K - $36.8K
|
13.1K
$5.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-82- 5.01% |
$33.5K - $36.8K
|
1.56K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-84- 1.35% |
$34.3K - $37.7K
|
6.12K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-85- 1.76% |
$34.7K - $38.1K
|
4.75K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-88- 2.61% |
$36K - $39.5K
|
3.29K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-90- 6.21% |
$36.8K - $40.4K
|
1.36K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-90- 8.14% |
$36.8K - $40.4K
|
1.02K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-93- 13.21% |
$38K - $41.7K
|
611
$258K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-94- 12.1% |
$38.4K - $42.2K
|
683
$288K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-96- 13.52% |
$39.2K - $43.1K
|
614
$259K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97- 3.87% |
$39.7K - $43.5K
|
2.41K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-99- 0.39% |
$40.5K - $44.4K
|
25.2K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-100- 9.03% |
$40.9K - $44.9K
|
1.01K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-100- 0.66% |
$40.9K - $44.9K
|
15K
$6.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-100- 6.14% |
$40.9K - $44.9K
|
1.53K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-102- 3.08% |
$41.7K - $45.8K
|
3.21K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-102- 5.93% |
$41.7K - $45.8K
|
1.62K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-105- 1.25% |
$42.9K - $47.1K
|
8.3K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108- 0.92% |
$44.1K - $48.5K
|
11.6K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-108- 81.2% |
$44.1K - $48.5K
|
25
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-110- 0.74% |
$45K - $49.4K
|
14.8K
$6.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-110- 0.58% |
$45K - $49.4K
|
19K
$8.01M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-111- 3.99% |
$45.4K - $49.8K
|
2.67K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-113- 25.11% |
$46.2K - $50.7K
|
337
$142K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-113- 17.91% |
$46.2K - $50.7K
|
518
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-115- 11.45% |
$47K - $51.6K
|
889
$375K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 8.51% |
$47.8K - $52.5K
|
1.26K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-117- 0.6% |
$47.8K - $52.5K
|
19.5K
$8.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117- 4.29% |
$47.8K - $52.5K
|
2.61K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-118- 22.91% |
$48.2K - $53K
|
397
$167K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-120- 6.94% |
$49.1K - $53.9K
|
1.61K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-120- 57.42% |
$49.1K - $53.9K
|
89
$37.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-121- 7.48% |
$49.5K - $54.3K
|
1.5K
$631K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-124- 16.23% |
$50.7K - $55.7K
|
640
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-126- 10.02% |
$51.5K - $56.6K
|
1.13K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-133- 4.19% |
$54.4K - $59.7K
|
3.04K
$1.28M
|