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 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.28% |
$597 - $703
|
727
$336K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.08% |
$597 - $703
|
2.56K
$1.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.22% |
$597 - $703
|
919
$425K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.28% |
$299 - $352
|
358
$166K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.29% |
$299 - $352
|
341
$158K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
$299 - $352
|
1.08K
$499K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.13% |
$299 - $352
|
772
$357K
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$299 - $352
|
871
$403K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.14% |
$299 - $352
|
697
$323K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.31% |
$299 - $352
|
321
$149K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.08% |
$299 - $352
|
1.3K
$602K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 2.56% |
$299 - $352
|
40
$18.5K
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1+ 0.41% |
$299 - $352
|
244
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.11% |
$299 - $352
|
91
$42.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$299 - $352
|
3.74K
$1.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.12% |
$299 - $352
|
863
$399K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.05% |
$299 - $352
|
2.05K
$948K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- -0.0% |
$597 - $703
|
258K
$120M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 0.39% |
$597 - $703
|
516
$239K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3- 0.03% |
$896 - $1.05K
|
9.13K
$4.22M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4- 0.45% |
$1.19K - $1.41K
|
890
$412K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4- 0.06% |
$1.19K - $1.41K
|
6.19K
$2.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-5- 0.12% |
$1.49K - $1.76K
|
4.07K
$1.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-5- 0.24% |
$1.49K - $1.76K
|
2.09K
$965K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 3.33% |
$1.49K - $1.76K
|
145
$67.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-6- 8.96% |
$1.79K - $2.11K
|
61
$28.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.08% |
$2.39K - $2.81K
|
9.98K
$4.62M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.17% |
$2.69K - $3.16K
|
5.38K
$2.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-10Closed |
$2.99K - $3.52K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-11Closed |
$3.29K - $3.87K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.27% |
$3.58K - $4.22K
|
4.45K
$2.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-12- 1.25% |
$3.58K - $4.22K
|
946
$438K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-12- 1.12% |
$3.58K - $4.22K
|
1.06K
$489K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14Closed |
$4.18K - $4.92K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15- 0.56% |
$4.48K - $5.27K
|
2.65K
$1.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-15- 0.85% |
$4.48K - $5.27K
|
1.75K
$809K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 15.0% |
$4.48K - $5.27K
|
85
$39.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-16- 2.11% |
$4.78K - $5.62K
|
743
$344K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-17- 4.39% |
$5.08K - $5.98K
|
370
$171K
|
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-18- 1.67% |
$5.38K - $6.33K
|
1.06K
$490K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-19- 6.81% |
$5.68K - $6.68K
|
260
$120K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-19- 0.15% |
$5.68K - $6.68K
|
12.5K
$5.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-20- 2.02% |
$5.97K - $7.03K
|
972
$450K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-20- 2.38% |
$5.97K - $7.03K
|
821
$380K
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 2.21% |
$5.97K - $7.03K
|
886
$410K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21- 2.9% |
$6.27K - $7.38K
|
704
$326K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-21- 0.26% |
$6.27K - $7.38K
|
8.12K
$3.76M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-22- 0.86% |
$6.57K - $7.73K
|
2.54K
$1.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-23- 0.43% |
$6.87K - $8.09K
|
5.37K
$2.49M
|
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-25- 2.93% |
$7.47K - $8.79K
|
829
$384K
|