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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.14K+ 29.94% |
$874K - $960K
|
9.28K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.12K+ 7.14% |
$868K - $953K
|
31.9K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.09KNew |
$856K - $939K
|
2.09K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 22.74% |
$840K - $923K
|
11.1K
$4.68M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.04K+ 80.34% |
$835K - $917K
|
4.59K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.01K+ 68.15% |
$820K - $901K
|
4.95K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.92K+ 209.75% |
$783K - $859K
|
2.83K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$783K - $859K
|
1.92K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.89K+ 33.68% |
$771K - $846K
|
7.48K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.85K+ 92600.0% |
$757K - $831K
|
1.85K
$782K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.85K+ 317.87% |
$756K - $830K
|
2.43K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.77K+ 2.4% |
$724K - $795K
|
75.6K
$31.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.73KNew |
$709K - $778K
|
1.73K
$731K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.72K+ 54.3% |
$705K - $774K
|
4.9K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.67K+ 26.7% |
$683K - $750K
|
7.93K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.65K+ 2.79% |
$673K - $739K
|
60.6K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.58K+ 2.68% |
$648K - $711K
|
60.7K
$25.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 19.93% |
$627K - $689K
|
9.24K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.52K+ 7.9% |
$621K - $682K
|
20.7K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.52K+ 18.12% |
$621K - $681K
|
9.89K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 133.45% |
$613K - $673K
|
2.62K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.48K+ 2.18% |
$605K - $664K
|
69.4K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.48K+ 43.01% |
$605K - $664K
|
4.92K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 32.87% |
$592K - $649K
|
5.85K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.43KNew |
$586K - $644K
|
1.43K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.42K+ 12.41% |
$581K - $638K
|
12.9K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.42K+ 334.35% |
$581K - $638K
|
1.85K
$779K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 41.34% |
$579K - $636K
|
4.85K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41K+ 15.09% |
$575K - $631K
|
10.7K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.4K+ 8.35% |
$573K - $629K
|
18.2K
$7.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.39K+ 15.79% |
$567K - $623K
|
10.2K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 2.72% |
$562K - $617K
|
51.8K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.35KNew |
$551K - $605K
|
1.35K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 10.8% |
$543K - $596K
|
13.6K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.31K+ 14.97% |
$534K - $586K
|
10K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.3K+ 79.95% |
$531K - $583K
|
2.93K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.3K+ 83.42% |
$531K - $583K
|
2.85K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.3K+ 200.93% |
$530K - $582K
|
1.94K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.29KNew |
$529K - $581K
|
1.29K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 15.32% |
$509K - $559K
|
9.38K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.24KNew |
$505K - $554K
|
1.24K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.22K+ 186.68% |
$498K - $547K
|
1.87K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.22K+ 199.02% |
$498K - $547K
|
1.83K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.19K+ 15.33% |
$488K - $536K
|
8.98K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.18K+ 7.89% |
$483K - $530K
|
16.2K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.17KNew |
$477K - $523K
|
1.17K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.15K+ 48.61% |
$472K - $518K
|
3.53K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.14K+ 15.87% |
$466K - $511K
|
8.32K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.12K+ 3.31% |
$457K - $502K
|
35K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.11K+ 61.21% |
$455K - $500K
|
2.93K
$1.24M
|