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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
859+ 96.52% |
$285K - $299K
|
1.75K
$756K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
849+ 3.31% |
$281K - $295K
|
26.5K
$11.5M
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
801New |
$265K - $279K
|
801
$346K
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
800New |
$265K - $278K
|
800
$346K
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
793+ 23.32% |
$263K - $276K
|
4.19K
$1.81M
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
790New |
$262K - $275K
|
790
$342K
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
785New |
$260K - $273K
|
785
$339K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
779+ 4.68% |
$258K - $271K
|
17.4K
$7.53M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
775New |
$257K - $270K
|
775
$335K
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
741New |
$246K - $258K
|
741
$320K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
726+ 7.13% |
$241K - $253K
|
10.9K
$4.72M
|
|
Jul 29, 2021
Q2 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
679+ 1.12% |
$225K - $236K
|
61.2K
$26.4M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
667+ 9.72% |
$221K - $232K
|
7.53K
$3.26M
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
662New |
$219K - $230K
|
662
$286K
|
|
Aug 25, 2021
Q2 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
654New |
$217K - $228K
|
654
$283K
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
654+ 4.09% |
$217K - $228K
|
16.7K
$7.2M
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
652+ 3.69% |
$216K - $227K
|
18.3K
$7.92M
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
640+ 31.37% |
$212K - $223K
|
2.68K
$1.16M
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
613New |
$203K - $213K
|
613
$265K
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
612New |
$203K - $213K
|
612
$265K
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
606New |
$201K - $211K
|
606
$262K
|
|
Mar 12, 2024
Q2 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
603New |
$200K - $210K
|
603
$261K
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
600New |
$199K - $209K
|
600
$259K
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
600New |
$199K - $209K
|
600
$259K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
596+ 1.22% |
$198K - $207K
|
49.4K
$21.4M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
594New |
$197K - $207K
|
594
$257K
|
|
Aug 11, 2021
Q2 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
592New |
$196K - $206K
|
592
$256K
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
BUY
|
- |
590New |
$196K - $205K
|
590
$255K
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
582New |
$193K - $202K
|
582
$252K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
556+ 27.34% |
$184K - $193K
|
2.59K
$1.12M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
548+ 1.84% |
$182K - $191K
|
30.3K
$13.1M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
522+ 5.19% |
$173K - $182K
|
10.6K
$4.57M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
513+ 7.26% |
$170K - $178K
|
7.58K
$3.28M
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
509+ 23.49% |
$169K - $177K
|
2.68K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
501+ 3.1% |
$166K - $174K
|
16.7K
$7.21M
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
462+ 12.22% |
$153K - $161K
|
4.24K
$1.83M
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
461+ 11.44% |
$153K - $160K
|
4.49K
$1.94M
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
456+ 9.86% |
$151K - $159K
|
5.08K
$2.2M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
446+ 2.97% |
$148K - $155K
|
15.5K
$6.68M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
443+ 2.48% |
$147K - $154K
|
18.3K
$7.91M
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
433+ 112.18% |
$144K - $151K
|
819
$354K
|
|
Aug 12, 2021
Q2 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
432+ 31.21% |
$143K - $150K
|
1.82K
$785K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
426+ 24.25% |
$141K - $148K
|
2.18K
$944K
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
420+ 10.02% |
$139K - $146K
|
4.61K
$1.99M
|
|
Aug 12, 2021
Q2 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
416+ 2.36% |
$138K - $145K
|
18.1K
$7.81M
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
415+ 1.01% |
$138K - $144K
|
41.5K
$17.9M
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
413New |
$137K - $144K
|
413
$179K
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
413+ 26.75% |
$137K - $144K
|
1.96K
$846K
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
408+ 25.37% |
$135K - $142K
|
2.02K
$872K
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
397+ 25.45% |
$132K - $138K
|
1.96K
$846K
|