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 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
393+ 38.57% |
$130K - $137K
|
1.41K
$611K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
392+ 64.69% |
$130K - $136K
|
998
$432K
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
392+ 15.97% |
$130K - $136K
|
2.85K
$1.23M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
392+ 1.53% |
$130K - $136K
|
25.9K
$11.2M
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
389+ 8.84% |
$129K - $135K
|
4.79K
$2.07M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
366+ 1.32% |
$121K - $127K
|
28.1K
$12.1M
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
365+ 9.84% |
$121K - $127K
|
4.07K
$1.76M
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
363+ 9.83% |
$120K - $126K
|
4.05K
$1.75M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
362+ 215.48% |
$120K - $126K
|
530
$229K
|
|
Aug 13, 2021
Q2 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
353+ 20.81% |
$117K - $123K
|
2.05K
$886K
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
341+ 5.13% |
$113K - $119K
|
6.99K
$3.02M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
338+ 8.41% |
$112K - $118K
|
4.36K
$1.88M
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
BUY
|
- |
327+ 36.87% |
$108K - $114K
|
1.21K
$525K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
321+ 12.48% |
$106K - $112K
|
2.89K
$1.25M
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
318+ 18.56% |
$105K - $111K
|
2.03K
$878K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
317+ 24.38% |
$105K - $110K
|
1.62K
$699K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
309New |
$102K - $108K
|
309
$134K
|
|
Sep 13, 2023
Q2 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
304+ 2.68% |
$101K - $106K
|
11.7K
$5.04M
|
|
Aug 13, 2021
Q2 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
300New |
$99.4K - $104K
|
300
$130K
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
300+ 17.65% |
$99.4K - $104K
|
2K
$865K
|
|
Jul 21, 2021
Q2 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
298+ 0.53% |
$98.8K - $104K
|
56.3K
$24.3M
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
BUY
|
- |
297+ 2.51% |
$98.4K - $103K
|
12.1K
$5.24M
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
290+ 31.87% |
$96.1K - $101K
|
1.2K
$519K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
287+ 14.52% |
$95.1K - $99.8K
|
2.26K
$978K
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
281+ 7.47% |
$93.1K - $97.8K
|
4.04K
$1.75M
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
262+ 2.79% |
$86.8K - $91.1K
|
9.66K
$4.18M
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
261+ 2.19% |
$86.5K - $90.8K
|
12.2K
$5.26M
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
BUY
|
- |
259+ 34.95% |
$85.8K - $90.1K
|
1K
$432K
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
243+ 9.82% |
$80.5K - $84.5K
|
2.72K
$1.17M
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
237+ 2.36% |
$78.6K - $82.5K
|
10.3K
$4.44M
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
234+ 18.17% |
$77.6K - $81.4K
|
1.52K
$658K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
229+ 17.77% |
$75.9K - $79.7K
|
1.52K
$656K
|
|
Aug 12, 2021
Q2 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
216+ 0.76% |
$71.6K - $75.1K
|
28.7K
$12.4M
|
|
Jul 06, 2021
Q2 2021
|
Private Asset Management Inc
|
BUY
|
- |
211+ 30.23% |
$69.9K - $73.4K
|
909
$393K
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
209+ 19.03% |
$69.3K - $72.7K
|
1.31K
$565K
|
|
Aug 12, 2021
Q2 2021
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
200+ 0.84% |
$66.3K - $69.6K
|
24K
$10.4M
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
190+ 1900.0% |
$63K - $66.1K
|
200
$86.5K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187+ 0.27% |
$62K - $65.1K
|
68.9K
$29.8M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
182+ 2.75% |
$60.3K - $63.3K
|
6.79K
$2.94M
|
|
Jul 14, 2021
Q2 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
177+ 24.21% |
$58.7K - $61.6K
|
908
$393K
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
171New |
$56.7K - $59.5K
|
171
$73.9K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
171+ 3.25% |
$56.7K - $59.5K
|
5.43K
$2.35M
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
161+ 17.48% |
$53.4K - $56K
|
1.08K
$468K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
158+ 7.31% |
$52.4K - $55K
|
2.32K
$1M
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
152+ 5.62% |
$50.4K - $52.9K
|
2.86K
$1.24M
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
150+ 6.82% |
$49.7K - $52.2K
|
2.35K
$1.02M
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
150New |
$49.7K - $52.2K
|
150
$64.9K
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
150+ 6.73% |
$49.7K - $52.2K
|
2.38K
$1.03M
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
148+ 16.37% |
$49.1K - $51.5K
|
1.05K
$455K
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 9.83% |
$48.7K - $51.1K
|
1.64K
$710K
|