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 15, 2021
Q2 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
143+ 0.22% |
$47.4K - $49.7K
|
63.8K
$27.6M
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
135New |
$44.7K - $47K
|
135
$58.4K
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
134+ 14.35% |
$44.4K - $46.6K
|
1.07K
$462K
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
130+ 13.93% |
$43.1K - $45.2K
|
1.06K
$460K
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
128+ 17.63% |
$42.4K - $44.5K
|
854
$369K
|
|
Aug 05, 2021
Q2 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
126+ 7.2% |
$41.8K - $43.8K
|
1.88K
$811K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
124+ 14.14% |
$41.1K - $43.1K
|
1K
$433K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
118+ 1.7% |
$39.1K - $41.1K
|
7.05K
$3.05M
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
116+ 0.94% |
$38.4K - $40.4K
|
12.5K
$5.41M
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
111+ 8.03% |
$36.8K - $38.6K
|
1.49K
$646K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
110New |
$36.5K - $38.3K
|
110
$47.6K
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
110+ 5.17% |
$36.5K - $38.3K
|
2.24K
$967K
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
107+ 4.13% |
$35.5K - $37.2K
|
2.7K
$1.17M
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
104+ 9.33% |
$34.5K - $36.2K
|
1.22K
$527K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
100+ 15.48% |
$33.1K - $34.8K
|
746
$323K
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
BUY
|
- |
100+ 5.78% |
$33.1K - $34.8K
|
1.83K
$791K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
100+ 6.4% |
$33.1K - $34.8K
|
1.66K
$719K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
99+ 247.5% |
$32.8K - $34.4K
|
139
$60.1K
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
99+ 6.33% |
$32.8K - $34.4K
|
1.66K
$719K
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
98+ 5.77% |
$32.5K - $34.1K
|
1.8K
$777K
|
|
Jul 14, 2021
Q2 2021
|
Madden Securities Corp
|
BUY
|
- |
95+ 10.08% |
$31.5K - $33.1K
|
1.04K
$448K
|
|
Aug 06, 2021
Q2 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
91+ 12.13% |
$30.2K - $31.7K
|
841
$364K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 413.64% |
$30.2K - $31.7K
|
113
$48.9K
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
BUY
|
- |
80+ 6.96% |
$26.5K - $27.8K
|
1.23K
$532K
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
79+ 6.41% |
$26.2K - $27.5K
|
1.31K
$567K
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
77+ 12.54% |
$25.5K - $26.8K
|
691
$299K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
73+ 5.27% |
$24.2K - $25.4K
|
1.46K
$631K
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
70+ 3.71% |
$23.2K - $24.4K
|
1.96K
$845K
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
69+ 0.58% |
$22.9K - $24K
|
12.1K
$5.22M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
67+ 8.2% |
$22.2K - $23.3K
|
884
$382K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67+ 0.54% |
$22.2K - $23.3K
|
12.6K
$5.44M
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
60+ 1.81% |
$19.9K - $20.9K
|
3.38K
$1.46M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
58+ 1.12% |
$19.2K - $20.2K
|
5.23K
$2.26M
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
57+ 1.71% |
$18.9K - $19.8K
|
3.4K
$1.47M
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
55+ 93.22% |
$18.2K - $19.1K
|
114
$49.3K
|
|
Jul 26, 2021
Q2 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
54+ 0.39% |
$17.9K - $18.8K
|
13.9K
$5.99M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
52New |
$17.2K - $18.1K
|
52
$22.5K
|
|
Jul 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
52New |
$17.2K - $18.1K
|
52
$22.5K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 2.51% |
$16.6K - $17.4K
|
2.05K
$885K
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
50+ 0.64% |
$16.6K - $17.4K
|
7.85K
$3.39M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
50New |
$16.6K - $17.4K
|
50
$21.6K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50+ 2.54% |
$16.6K - $17.4K
|
2.02K
$871K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
48+ 0.36% |
$15.9K - $16.7K
|
13.3K
$5.75M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 6.34% |
$15.9K - $16.7K
|
805
$348K
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
45+ 7.17% |
$14.9K - $15.7K
|
673
$291K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
42+ 0.86% |
$13.9K - $14.6K
|
4.91K
$2.12M
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40+ 6.56% |
$13.3K - $13.9K
|
650
$281K
|
|
Aug 13, 2021
Q2 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
40+ 1.88% |
$13.3K - $13.9K
|
2.16K
$936K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36New |
$11.9K - $12.5K
|
36
$15.6K
|
|
Aug 12, 2021
Q2 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
35+ 4.27% |
$11.6K - $12.2K
|
855
$370K
|