Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 83.48% |
$843K - $884K
|
5.59K
$2.42M
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.45K+ 61.7% |
$813K - $854K
|
6.43K
$2.78M
|
|
Aug 13, 2021
Q2 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.27KNew |
$753K - $791K
|
2.27K
$983K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2.22KNew |
$734K - $771K
|
2.22K
$958K
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.16K+ 149.27% |
$716K - $751K
|
3.61K
$1.56M
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.12K+ 62.38% |
$702K - $737K
|
5.52K
$2.39M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.11K+ 88.84% |
$699K - $734K
|
4.49K
$1.94M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.1K+ 90.84% |
$697K - $732K
|
4.42K
$1.91M
|
|
Jul 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.07KNew |
$686K - $721K
|
2.07K
$895K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.06K+ 178.18% |
$682K - $716K
|
3.21K
$1.39M
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 12.02% |
$677K - $711K
|
19K
$8.24M
|
|
Aug 13, 2021
Q2 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.01K+ 62.42% |
$665K - $698K
|
5.22K
$2.26M
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2K+ 10.16% |
$663K - $696K
|
21.7K
$9.38M
|
|
Aug 13, 2021
Q2 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.94K+ 7.34% |
$644K - $676K
|
28.4K
$12.3M
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.87K+ 1487.3% |
$621K - $652K
|
2K
$865K
|
|
Aug 09, 2021
Q2 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.87K+ 3.82% |
$621K - $652K
|
51K
$22M
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86KNew |
$615K - $646K
|
1.86K
$803K
|
|
Jul 22, 2021
Q2 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.77KNew |
$587K - $616K
|
1.77K
$766K
|
|
Jul 13, 2021
Q2 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
1.74K+ 11.51% |
$578K - $607K
|
16.9K
$7.31M
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.65K+ 2.38% |
$547K - $574K
|
71K
$30.7M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$502K - $527K
|
1.52K
$656K
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.5K+ 155.75% |
$498K - $523K
|
2.47K
$1.07M
|
|
Jul 26, 2021
Q2 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
1.47K+ 14.89% |
$486K - $510K
|
11.3K
$4.89M
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.43KNew |
$475K - $499K
|
1.43K
$620K
|
|
Aug 16, 2021
Q2 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.39K+ 15.92% |
$461K - $484K
|
10.1K
$4.38M
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.34K+ 153.03% |
$444K - $466K
|
2.21K
$957K
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.33KNew |
$440K - $462K
|
1.33K
$575K
|
|
Aug 12, 2021
Q2 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.32K+ 77.93% |
$437K - $458K
|
3.01K
$1.3M
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.25K+ 10.28% |
$414K - $434K
|
13.4K
$5.79M
|
|
Jul 29, 2021
Q2 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.22KNew |
$403K - $423K
|
1.22K
$525K
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.2KNew |
$398K - $418K
|
1.2K
$520K
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
1.2K+ 24.47% |
$398K - $418K
|
6.11K
$2.64M
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.19KNew |
$393K - $413K
|
1.19K
$513K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.17K+ 9.39% |
$386K - $405K
|
13.6K
$5.87M
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$383K - $402K
|
1.16K
$500K
|
|
Jul 26, 2021
Q2 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.12KNew |
$372K - $390K
|
1.12K
$485K
|
|
Jul 26, 2021
Q2 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.1K+ 2.62% |
$365K - $383K
|
43.1K
$18.6M
|
|
Aug 16, 2021
Q2 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.1K+ 61.11% |
$365K - $383K
|
2.9K
$1.25M
|
|
Aug 16, 2021
Q2 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.08KNew |
$357K - $375K
|
1.08K
$466K
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.04KNew |
$345K - $362K
|
1.04K
$450K
|
|
Aug 11, 2021
Q2 2021
|
Td Asset Management Inc
|
BUY
|
- |
1K+ 20.41% |
$331K - $348K
|
5.9K
$2.55M
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
993+ 4.38% |
$329K - $345K
|
23.7K
$10.2M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
973+ 11.28% |
$323K - $339K
|
9.6K
$4.15M
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
927New |
$307K - $323K
|
927
$401K
|
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
914New |
$303K - $318K
|
914
$395K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
913+ 4.09% |
$303K - $318K
|
23.3K
$10.1M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
887New |
$294K - $309K
|
887
$384K
|
|
Aug 17, 2021
Q2 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
886New |
$294K - $308K
|
886
$383K
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
884+ 1.98% |
$293K - $308K
|
45.6K
$19.7M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
869+ 18.57% |
$288K - $302K
|
5.55K
$2.4M
|