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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
93+ 4.56% |
$27.8K - $32.7K
|
2.13K
$914K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
89+ 0.94% |
$26.6K - $31.3K
|
9.52K
$4.08M
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
84+ 311.11% |
$25.1K - $29.5K
|
111
$47.6K
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
82New |
$24.5K - $28.8K
|
82
$35.1K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
79+ 6.28% |
$23.6K - $27.8K
|
1.34K
$573K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 31.97% |
$23.3K - $27.4K
|
322
$138K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
78+ 3.29% |
$23.3K - $27.4K
|
2.45K
$1.05M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
76+ 10.73% |
$22.7K - $26.7K
|
784
$336K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
75+ 7.61% |
$22.4K - $26.4K
|
1.06K
$455K
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
70+ 4.22% |
$20.9K - $24.6K
|
1.73K
$741K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
67+ 1.64% |
$20K - $23.6K
|
4.15K
$1.78M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
66New |
$19.7K - $23.2K
|
66
$28.3K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
64+ 2.14% |
$19.1K - $22.5K
|
3.05K
$1.31M
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
62+ 0.51% |
$18.5K - $21.8K
|
12.2K
$5.25M
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
60+ 23.44% |
$17.9K - $21.1K
|
316
$135K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
59+ 6.0% |
$17.6K - $20.7K
|
1.04K
$447K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 15.99% |
$17.6K - $20.7K
|
428
$183K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
59New |
$17.6K - $20.7K
|
59
$25.3K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58+ 0.35% |
$17.3K - $20.4K
|
16.8K
$7.19M
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
58+ 0.41% |
$17.3K - $20.4K
|
14.1K
$6.03M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
57New |
$17K - $20K
|
57
$24.4K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
57+ 5.36% |
$17K - $20K
|
1.12K
$480K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
56+ 0.94% |
$16.7K - $19.7K
|
5.99K
$2.57M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
54+ 5.04% |
$16.1K - $19K
|
1.13K
$483K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53New |
$15.8K - $18.6K
|
53
$22.7K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
51+ 0.76% |
$15.2K - $17.9K
|
6.78K
$2.9M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
42+ 3.49% |
$12.5K - $14.8K
|
1.24K
$533K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40New |
$11.9K - $14.1K
|
40
$17.1K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 3.04% |
$11.7K - $13.7K
|
1.32K
$567K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 3.04% |
$11.7K - $13.7K
|
1.32K
$567K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.43% |
$11.4K - $13.4K
|
8.95K
$3.84M
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
37+ 4.91% |
$11.1K - $13K
|
791
$339K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 3.94% |
$9.56K - $11.2K
|
844
$362K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
32+ 1.02% |
$9.56K - $11.2K
|
3.16K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
31+ 2.88% |
$9.26K - $10.9K
|
1.11K
$474K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
29+ 0.55% |
$8.66K - $10.2K
|
5.27K
$2.26M
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
26+ 2.97% |
$7.77K - $9.14K
|
901
$386K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25+ 0.39% |
$7.47K - $8.79K
|
6.45K
$2.76M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
25New |
$7.47K - $8.79K
|
25
$10.7K
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
25+ 0.58% |
$7.47K - $8.79K
|
4.32K
$1.85M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
25+ 2.32% |
$7.47K - $8.79K
|
1.1K
$472K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 9.02% |
$6.87K - $8.09K
|
278
$119K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
22+ 0.78% |
$6.57K - $7.73K
|
2.83K
$1.21M
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
22+ 3.06% |
$6.57K - $7.73K
|
740
$317K
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
21+ 0.8% |
$6.27K - $7.38K
|
2.65K
$1.14M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.71% |
$5.68K - $6.68K
|
2.69K
$1.15M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.11% |
$5.68K - $6.68K
|
16.9K
$7.23M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18New |
$5.38K - $6.33K
|
18
$7.71K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
17+ 0.48% |
$5.08K - $5.98K
|
3.59K
$1.54M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 0.2% |
$5.08K - $5.98K
|
8.37K
$3.59M
|