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
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.33K- 1.16% |
$542K - $596K
|
113K
$47.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.37K- 19.05% |
$561K - $616K
|
5.84K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.41K- 57.12% |
$576K - $632K
|
1.06K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.42K- 2.46% |
$579K - $636K
|
56.2K
$23.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.44K- 6.78% |
$589K - $647K
|
19.8K
$8.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.46K- 45.28% |
$598K - $656K
|
1.77K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 1.33% |
$635K - $697K
|
115K
$48.5M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.62K- 28.89% |
$663K - $728K
|
3.99K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 5.47% |
$685K - $752K
|
29K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.7K- 17.05% |
$693K - $761K
|
8.25K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.75K- 1.19% |
$716K - $786K
|
145K
$61.1M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.78K- 74.63% |
$726K - $798K
|
604
$255K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.89K- 16.52% |
$772K - $847K
|
9.54K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.91K- 37.57% |
$781K - $858K
|
3.18K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2K- 15.98% |
$817K - $897K
|
10.5K
$4.43M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.05K- 1.33% |
$840K - $922K
|
153K
$64.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.1K- 12.45% |
$856K - $940K
|
14.7K
$6.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.11K- 49.16% |
$861K - $946K
|
2.18K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.16K- 4.0% |
$882K - $969K
|
51.8K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.31K- 38.76% |
$942K - $1.03M
|
3.64K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.38K- 12.63% |
$972K - $1.07M
|
16.4K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.4K- 4.36% |
$981K - $1.08M
|
52.6K
$22.2M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.46K- 37.98% |
$1.01M - $1.1M
|
4.02K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.53K- 32.8% |
$1.03M - $1.13M
|
5.18K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.68K- 62.28% |
$1.09M - $1.2M
|
1.62K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-2.88K- 4.31% |
$1.18M - $1.29M
|
63.8K
$26.9M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 24.92% |
$1.23M - $1.35M
|
9.03K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.23K- 9.84% |
$1.32M - $1.45M
|
29.6K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.27K- 55.13% |
$1.34M - $1.47M
|
2.66K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.43K- 38.67% |
$1.4M - $1.54M
|
5.44K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.65K- 12.63% |
$1.49M - $1.64M
|
25.3K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.71K- 71.73% |
$1.52M - $1.67M
|
1.46K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-4K- 37.22% |
$1.63M - $1.79M
|
6.74K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.09K- 25.81% |
$1.67M - $1.83M
|
11.7K
$4.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.12K- 49.99% |
$1.68M - $1.85M
|
4.12K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.38K- 2.54% |
$1.79M - $1.97M
|
168K
$70.9M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.56K- 61.48% |
$1.86M - $2.05M
|
2.86K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.87K- 11.8% |
$1.99M - $2.19M
|
36.4K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.93K- 0.97% |
$2.01M - $2.21M
|
505K
$213M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.05K- 16.51% |
$2.07M - $2.27M
|
25.5K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.18K- 17.37% |
$2.12M - $2.32M
|
24.6K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5.21K- 86.34% |
$2.13M - $2.34M
|
825
$348K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.5K- 36.46% |
$2.25M - $2.47M
|
9.58K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 34.98% |
$2.25M - $2.47M
|
10.2K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.78K- 36.76% |
$2.36M - $2.59M
|
9.94K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.11K- 72.9% |
$2.5M - $2.74M
|
2.27K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.12K- 47.3% |
$2.5M - $2.75M
|
6.82K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.35K- 45.59% |
$2.6M - $2.85M
|
7.58K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-6.41K- 1.19% |
$2.62M - $2.88M
|
531K
$224M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-6.6K- 9.73% |
$2.7M - $2.96M
|
61.2K
$25.8M
|