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 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
534+ 6.71% |
$218K - $240K
|
8.5K
$3.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
530New |
$217K - $238K
|
530
$224K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
524+ 11.61% |
$214K - $235K
|
5.04K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
502+ 43.58% |
$205K - $225K
|
1.65K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
501+ 3.17% |
$205K - $225K
|
16.3K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
500New |
$204K - $224K
|
500
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
495+ 11.29% |
$202K - $222K
|
4.88K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
490New |
$200K - $220K
|
490
$207K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
486New |
$199K - $218K
|
486
$205K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
484+ 18.46% |
$198K - $217K
|
3.11K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
482+ 1.57% |
$197K - $216K
|
31.1K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
474+ 12.63% |
$194K - $213K
|
4.23K
$1.78M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
458+ 2.58% |
$187K - $206K
|
18.2K
$7.68M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
436+ 34.91% |
$178K - $196K
|
1.69K
$711K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
424+ 24.41% |
$173K - $190K
|
2.16K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
421+ 2.33% |
$172K - $189K
|
18.5K
$7.81M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
382+ 38.31% |
$156K - $171K
|
1.38K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
370+ 9.93% |
$151K - $166K
|
4.1K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
369+ 8.42% |
$151K - $166K
|
4.75K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
369+ 1.35% |
$151K - $166K
|
27.7K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
366+ 13.33% |
$150K - $164K
|
3.11K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
365+ 14.97% |
$149K - $164K
|
2.8K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
358+ 28.17% |
$146K - $161K
|
1.63K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
347+ 44.26% |
$142K - $156K
|
1.13K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
346+ 4.29% |
$141K - $155K
|
8.42K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
339+ 2.64% |
$139K - $152K
|
13.2K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
333New |
$136K - $149K
|
333
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
329+ 5.22% |
$134K - $148K
|
6.63K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
327+ 27.11% |
$134K - $147K
|
1.53K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
325+ 42.82% |
$133K - $146K
|
1.08K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
322+ 6.62% |
$132K - $145K
|
5.19K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
318+ 5.28% |
$130K - $143K
|
6.34K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
315+ 3.51% |
$129K - $141K
|
9.3K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
305+ 6.77% |
$125K - $137K
|
4.81K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
303+ 11.56% |
$124K - $136K
|
2.92K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
299New |
$122K - $134K
|
299
$126K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
296+ 4.95% |
$121K - $133K
|
6.28K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
295+ 46.68% |
$121K - $132K
|
927
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
288+ 177.78% |
$118K - $129K
|
450
$190K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
287+ 3.32% |
$117K - $129K
|
8.94K
$3.77M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
287New |
$117K - $129K
|
287
$121K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
282+ 3.34% |
$115K - $127K
|
8.74K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
268+ 12.17% |
$110K - $120K
|
2.47K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
263+ 2.27% |
$108K - $118K
|
11.9K
$5M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
259+ 11.51% |
$106K - $116K
|
2.51K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
258+ 8.81% |
$105K - $116K
|
3.19K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
252+ 4.23% |
$103K - $113K
|
6.2K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
243+ 121.5% |
$99.3K - $109K
|
443
$187K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
243+ 7.23% |
$99.3K - $109K
|
3.6K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
239+ 6.91% |
$97.7K - $107K
|
3.7K
$1.56M
|