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 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-136- 25.09% |
$55.6K - $61K
|
406
$171K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-137- 0.8% |
$56K - $61.5K
|
17K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-140- 8.05% |
$57.2K - $62.8K
|
1.6K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-141- 14.86% |
$57.6K - $63.3K
|
808
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-141- 14.11% |
$57.6K - $63.3K
|
858
$362K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-143- 81.71% |
$58.5K - $64.2K
|
32
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-148- 12.62% |
$60.5K - $66.4K
|
1.03K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-148- 23.45% |
$60.5K - $66.4K
|
483
$204K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-150- 8.79% |
$61.3K - $67.3K
|
1.56K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150- 62.5% |
$61.3K - $67.3K
|
90
$38K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-151- 0.75% |
$61.7K - $67.8K
|
20K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-151- 6.41% |
$61.7K - $67.8K
|
2.21K
$930K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-154- 18.42% |
$63K - $69.1K
|
682
$288K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-156- 2.99% |
$63.8K - $70K
|
5.06K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-162- 9.75% |
$66.2K - $72.7K
|
1.5K
$633K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-167- 1.14% |
$68.3K - $75K
|
14.4K
$6.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-167- 7.73% |
$68.3K - $75K
|
1.99K
$841K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-169- 1.01% |
$69.1K - $75.9K
|
16.6K
$6.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-170- 5.35% |
$69.5K - $76.3K
|
3.01K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-171- 12.19% |
$69.9K - $76.7K
|
1.23K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-175- 1.17% |
$71.5K - $78.5K
|
14.8K
$6.25M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-176- 3.38% |
$71.9K - $79K
|
5.03K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-183- 18.77% |
$74.8K - $82.1K
|
792
$334K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-185- 4.83% |
$75.6K - $83K
|
3.65K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-192- 2.76% |
$78.5K - $86.2K
|
6.76K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-196- 5.77% |
$80.1K - $88K
|
3.2K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-196- 16.65% |
$80.1K - $88K
|
981
$414K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-197- 12.83% |
$80.5K - $88.4K
|
1.34K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 16.67% |
$81.8K - $89.8K
|
1K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-200- 1.33% |
$81.8K - $89.8K
|
14.8K
$6.26M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 1.8% |
$81.8K - $89.8K
|
10.9K
$4.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-200- 1.66% |
$81.8K - $89.8K
|
11.9K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-200- 16.67% |
$81.8K - $89.8K
|
1K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-201- 15.01% |
$82.2K - $90.2K
|
1.14K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-208- 2.06% |
$85K - $93.4K
|
9.88K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-211- 0.91% |
$86.3K - $94.7K
|
23.1K
$9.74M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-212- 6.26% |
$86.7K - $95.1K
|
3.18K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-215- 1.12% |
$87.9K - $96.5K
|
19K
$8.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-220- 4.24% |
$89.9K - $98.7K
|
4.97K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-220- 19.3% |
$89.9K - $98.7K
|
920
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-229- 12.35% |
$93.6K - $103K
|
1.63K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-240- 14.37% |
$98.1K - $108K
|
1.43K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-241- 15.44% |
$98.5K - $108K
|
1.32K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-241- 97.18% |
$98.5K - $108K
|
7
$2.95K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-245- 4.59% |
$100K - $110K
|
5.1K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-248- 3.89% |
$101K - $111K
|
6.13K
$2.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-250- 19.38% |
$102K - $112K
|
1.04K
$439K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-255- 0.34% |
$104K - $114K
|
74.4K
$31.4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-257- 9.65% |
$105K - $115K
|
2.41K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-260- 33.12% |
$106K - $117K
|
525
$221K
|