Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-445- 32.36% |
$133K - $156K
|
930
$399K
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-446- 0.9% |
$133K - $157K
|
49.1K
$21M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-456- 28.84% |
$136K - $160K
|
1.13K
$482K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 14.27% |
$149K - $176K
|
3K
$1.29M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-505- 22.72% |
$151K - $178K
|
1.72K
$736K
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-509- 24.01% |
$152K - $179K
|
1.61K
$690K
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-522- 1.06% |
$156K - $183K
|
48.5K
$20.8M
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-540Closed |
$161K - $190K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-578- 9.81% |
$173K - $203K
|
5.31K
$2.28M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-582Closed |
$174K - $205K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-583Closed |
$174K - $205K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-585Closed |
$175K - $206K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-590Closed |
$176K - $207K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-591- 10.97% |
$177K - $208K
|
4.79K
$2.05M
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-592Closed |
$177K - $208K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-592Closed |
$177K - $208K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-594- 46.7% |
$177K - $209K
|
678
$291K
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-594Closed |
$177K - $209K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-595Closed |
$178K - $209K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-595- 20.66% |
$178K - $209K
|
2.29K
$979K
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-599Closed |
$179K - $211K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-599Closed |
$179K - $211K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-600Closed |
$179K - $211K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-600Closed |
$179K - $211K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-600Closed |
$179K - $211K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-601Closed |
$180K - $211K
|
0
$0
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-607- 47.5% |
$181K - $213K
|
671
$288K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-610Closed |
$182K - $214K
|
0
$0
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-611Closed |
$183K - $215K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-613Closed |
$183K - $215K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-615- 19.73% |
$184K - $216K
|
2.5K
$1.07M
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-615Closed |
$184K - $216K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-624Closed |
$186K - $219K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-625- 36.59% |
$187K - $220K
|
1.08K
$464K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-626Closed |
$187K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-639Closed |
$191K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-648Closed |
$194K - $228K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
SELL
|
- |
-648Closed |
$194K - $228K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-650Closed |
$194K - $228K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-664Closed |
$198K - $233K
|
0
$0
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-714Closed |
$213K - $251K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-727Closed |
$217K - $256K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-756Closed |
$226K - $266K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-759- 5.37% |
$227K - $267K
|
13.4K
$5.73M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-763Closed |
$228K - $268K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-775Closed |
$232K - $272K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-792Closed |
$237K - $278K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-797- 9.57% |
$238K - $280K
|
7.53K
$3.23M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-800Closed |
$239K - $281K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-806- 1.46% |
$241K - $283K
|
54.6K
$23.4M
|