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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
64+ 1.61% |
$26.2K - $28.7K
|
4.04K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
61+ 3.42% |
$24.9K - $27.4K
|
1.84K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
60+ 7.19% |
$24.5K - $26.9K
|
894
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
59New |
$24.1K - $26.5K
|
59
$27.1K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
59+ 0.38% |
$24.1K - $26.5K
|
15.5K
$7.13M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
58+ 6.23% |
$23.7K - $26K
|
989
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
56+ 5.74% |
$22.9K - $25.1K
|
1.03K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 1.42% |
$22.5K - $24.7K
|
3.94K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
55New |
$22.5K - $24.7K
|
55
$25.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
53+ 1.55% |
$21.7K - $23.8K
|
3.47K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
52+ 2.34% |
$21.3K - $23.3K
|
2.28K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
51+ 9.85% |
$20.8K - $22.9K
|
569
$261K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
51+ 0.84% |
$20.8K - $22.9K
|
6.15K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 10.75% |
$20.4K - $22.4K
|
515
$237K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
50+ 1.38% |
$20.4K - $22.4K
|
3.67K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47+ 0.56% |
$19.2K - $21.1K
|
8.46K
$3.89M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
46+ 6.4% |
$18.8K - $20.6K
|
765
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
44+ 0.78% |
$18K - $19.7K
|
5.71K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
40+ 0.87% |
$16.4K - $18K
|
4.63K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
40+ 0.78% |
$16.4K - $18K
|
5.18K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
40+ 4.26% |
$16.4K - $18K
|
979
$450K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
39+ 5.21% |
$15.9K - $17.5K
|
788
$362K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
36+ 5.47% |
$14.7K - $16.2K
|
694
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
36+ 0.1% |
$14.7K - $16.2K
|
35.7K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
35+ 2.4% |
$14.3K - $15.7K
|
1.49K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 13.41% |
$13.5K - $14.8K
|
279
$128K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
31+ 0.38% |
$12.7K - $13.9K
|
8.2K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
30New |
$12.3K - $13.5K
|
30
$13.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
30+ 1.46% |
$12.3K - $13.5K
|
2.08K
$957K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
29+ 0.42% |
$11.9K - $13K
|
7K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
28+ 0.72% |
$11.4K - $12.6K
|
3.92K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
28+ 1.58% |
$11.4K - $12.6K
|
1.8K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.41% |
$11K - $12.1K
|
6.55K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
27+ 0.36% |
$11K - $12.1K
|
7.47K
$3.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
24+ 2.59% |
$9.81K - $10.8K
|
951
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
22+ 0.21% |
$8.99K - $9.87K
|
10.3K
$4.73M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
22+ 0.65% |
$8.99K - $9.87K
|
3.38K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.54% |
$8.58K - $9.43K
|
3.92K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
21+ 0.47% |
$8.58K - $9.43K
|
4.5K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
20+ 2.24% |
$8.18K - $8.98K
|
912
$419K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 10.75% |
$8.18K - $8.98K
|
206
$94.7K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
19+ 0.04% |
$7.77K - $8.53K
|
53.9K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
19+ 1.9% |
$7.77K - $8.53K
|
1.02K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19+ 0.12% |
$7.77K - $8.53K
|
15.3K
$7.03M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.61% |
$7.77K - $8.53K
|
3.14K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17+ 0.1% |
$6.95K - $7.63K
|
17.7K
$8.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 3.16% |
$6.54K - $7.18K
|
523
$240K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16+ 2.66% |
$6.54K - $7.18K
|
617
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16+ 0.42% |
$6.54K - $7.18K
|
3.79K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
15+ 1.36% |
$6.13K - $6.73K
|
1.12K
$515K
|