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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
235+ 36.1% |
$96.1K - $105K
|
886
$374K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
225+ 4.94% |
$92K - $101K
|
4.78K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
220+ 0.71% |
$89.9K - $98.7K
|
31.4K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
206+ 7.37% |
$84.2K - $92.5K
|
3K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
204+ 14.36% |
$83.4K - $91.6K
|
1.63K
$685K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
200+ 12.17% |
$81.8K - $89.8K
|
1.84K
$777K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
200+ 19.98% |
$81.8K - $89.8K
|
1.2K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
198+ 5.77% |
$80.9K - $88.9K
|
3.63K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
196+ 3.02% |
$80.1K - $88K
|
6.68K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
194+ 19.09% |
$79.3K - $87.1K
|
1.21K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
190+ 413.04% |
$77.7K - $85.3K
|
236
$99.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
185+ 1.34% |
$75.6K - $83K
|
14K
$5.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
178+ 19.1% |
$72.8K - $79.9K
|
1.11K
$468K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
176+ 5.31% |
$71.9K - $79K
|
3.49K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
174+ 2.33% |
$71.1K - $78.1K
|
7.64K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
172+ 3.47% |
$70.3K - $77.2K
|
5.12K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
172New |
$70.3K - $77.2K
|
172
$72.5K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
170+ 6.67% |
$69.5K - $76.3K
|
2.72K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
169+ 3.96% |
$69.1K - $75.9K
|
4.44K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
167+ 4.68% |
$68.3K - $75K
|
3.74K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 31.03% |
$67.9K - $74.5K
|
701
$296K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
165+ 22.36% |
$67.4K - $74.1K
|
903
$381K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
161+ 0.08% |
$65.8K - $72.3K
|
208K
$87.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
158+ 1.76% |
$64.6K - $70.9K
|
9.11K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
157New |
$64.2K - $70.5K
|
157
$66.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
155+ 13.86% |
$63.4K - $69.6K
|
1.27K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
155+ 25.58% |
$63.4K - $69.6K
|
761
$321K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
153+ 4.63% |
$62.5K - $68.7K
|
3.46K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150New |
$61.3K - $67.3K
|
150
$63.3K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
150+ 6.28% |
$61.3K - $67.3K
|
2.54K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
150New |
$61.3K - $67.3K
|
150
$63.3K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
150+ 250.0% |
$61.3K - $67.3K
|
210
$88.6K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
149+ 8.22% |
$60.9K - $66.9K
|
1.96K
$827K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
148+ 6.8% |
$60.5K - $66.4K
|
2.32K
$980K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
144+ 7.71% |
$58.9K - $64.6K
|
2.01K
$848K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
143+ 25.0% |
$58.5K - $64.2K
|
715
$302K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
139+ 2780.0% |
$56.8K - $62.4K
|
144
$60.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
139+ 6.26% |
$56.8K - $62.4K
|
2.36K
$995K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
138+ 2.69% |
$56.4K - $61.9K
|
5.27K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
138+ 6.63% |
$56.4K - $61.9K
|
2.22K
$937K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
135+ 0.76% |
$55.2K - $60.6K
|
18K
$7.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
134+ 4.34% |
$54.8K - $60.1K
|
3.22K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
132+ 4.96% |
$54K - $59.2K
|
2.79K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
131+ 4.98% |
$53.6K - $58.8K
|
2.76K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
128+ 4.02% |
$52.3K - $57.4K
|
3.32K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
126New |
$51.5K - $56.6K
|
126
$53.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
125+ 12.48% |
$51.1K - $56.1K
|
1.13K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
122+ 5.87% |
$49.9K - $54.8K
|
2.2K
$928K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
120+ 16.0% |
$49.1K - $53.9K
|
870
$367K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
116+ 6.92% |
$47.4K - $52.1K
|
1.79K
$756K
|