Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-137- 14.07% |
$44.9K - $47.2K
|
837
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-139- 23.56% |
$45.6K - $47.9K
|
451
$202K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-140- 17.2% |
$45.9K - $48.3K
|
674
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-141- 6.37% |
$46.2K - $48.6K
|
2.07K
$926K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-142- 27.47% |
$46.5K - $49K
|
375
$168K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-144- 5.16% |
$47.2K - $49.6K
|
2.65K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-145- 3.46% |
$47.5K - $50K
|
4.04K
$1.81M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 5.6% |
$47.9K - $50.3K
|
2.46K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-148- 4.86% |
$48.5K - $51K
|
2.9K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 4.18% |
$49.2K - $51.7K
|
3.44K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-150- 1.43% |
$49.2K - $51.7K
|
10.4K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-150- 0.13% |
$49.2K - $51.7K
|
117K
$52.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-152- 0.94% |
$49.8K - $52.4K
|
16K
$7.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-154- 9.04% |
$50.5K - $53.1K
|
1.55K
$693K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-160- 5.75% |
$52.4K - $55.2K
|
2.62K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-160- 3.03% |
$52.4K - $55.2K
|
5.11K
$2.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-161- 2.03% |
$52.8K - $55.5K
|
7.79K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-163- 4.93% |
$53.4K - $56.2K
|
3.15K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-163- 2.25% |
$53.4K - $56.2K
|
7.1K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-166- 0.64% |
$54.4K - $57.2K
|
25.6K
$11.4M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-173- 1.26% |
$56.7K - $59.6K
|
13.5K
$6.04M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-173- 8.15% |
$56.7K - $59.6K
|
1.95K
$872K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-174- 6.13% |
$57K - $60K
|
2.66K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-175- 0.7% |
$57.4K - $60.3K
|
24.7K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-184- 3.95% |
$60.3K - $63.4K
|
4.48K
$2M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-190- 24.14% |
$62.3K - $65.5K
|
597
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-190- 4.7% |
$62.3K - $65.5K
|
3.85K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-191- 2.41% |
$62.6K - $65.9K
|
7.74K
$3.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-192- 0.69% |
$62.9K - $66.2K
|
27.8K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-193- 14.06% |
$63.3K - $66.5K
|
1.18K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-196- 10.9% |
$64.2K - $67.6K
|
1.6K
$716K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-198- 6.21% |
$64.9K - $68.3K
|
2.99K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 23.5% |
$65.6K - $69K
|
651
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 16.18% |
$65.6K - $69K
|
1.04K
$463K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-200- 8.82% |
$65.6K - $69K
|
2.07K
$924K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-210- 11.7% |
$68.8K - $72.4K
|
1.59K
$709K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-213- 16.64% |
$69.8K - $73.4K
|
1.07K
$477K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-223- 1.66% |
$73.1K - $76.9K
|
13.2K
$5.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-223- 36.62% |
$73.1K - $76.9K
|
386
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-226- 4.33% |
$74.1K - $77.9K
|
4.99K
$2.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-244- 4.13% |
$80K - $84.1K
|
5.66K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-248- 10.45% |
$81.3K - $85.5K
|
2.13K
$951K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-254- 2.21% |
$83.2K - $87.6K
|
11.3K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-259- 12.21% |
$84.9K - $89.3K
|
1.86K
$833K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-268- 24.34% |
$87.8K - $92.4K
|
833
$372K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-271- 10.78% |
$88.8K - $93.4K
|
2.24K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-274- 2.32% |
$89.8K - $94.5K
|
11.6K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-293- 21.8% |
$96K - $101K
|
1.05K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-295- 3.1% |
$96.7K - $102K
|
9.24K
$4.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-299- 14.02% |
$98K - $103K
|
1.83K
$820K
|