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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 0.54% |
$5.24K - $5.52K
|
3.01K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
15+ 125.0% |
$4.92K - $5.17K
|
27
$12K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15+ 1.96% |
$4.92K - $5.17K
|
781
$347K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14+ 1.91% |
$4.59K - $4.83K
|
746
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.59K - $4.83K
|
13.4K
$5.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
13+ 1.66% |
$4.26K - $4.48K
|
795
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
13+ 0.26% |
$4.26K - $4.48K
|
4.98K
$2.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
11+ 0.63% |
$3.61K - $3.79K
|
1.76K
$782K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
11+ 0.19% |
$3.61K - $3.79K
|
5.92K
$2.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10+ 0.17% |
$3.28K - $3.45K
|
5.84K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$3.28K - $3.45K
|
2.03K
$903K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.61% |
$3.28K - $3.45K
|
1.66K
$738K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.55% |
$3.28K - $3.45K
|
1.84K
$817K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.53% |
$2.95K - $3.1K
|
1.72K
$762K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$2.95K - $3.1K
|
6.59K
$2.93M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.27% |
$2.95K - $3.1K
|
3.37K
$1.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8New |
$2.62K - $2.76K
|
8
$3.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8+ 0.54% |
$2.62K - $2.76K
|
1.49K
$663K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
8+ 0.47% |
$2.62K - $2.76K
|
1.72K
$765K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 1.16% |
$2.29K - $2.41K
|
613
$272K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$2.29K - $2.41K
|
7
$3.11K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 1.28% |
$2.29K - $2.41K
|
556
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.37% |
$1.97K - $2.07K
|
1.63K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.23% |
$1.97K - $2.07K
|
2.66K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.44% |
$1.64K - $1.72K
|
1.15K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
5+ 22.73% |
$1.64K - $1.72K
|
27
$12K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
5+ 0.14% |
$1.64K - $1.72K
|
3.62K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.04% |
$1.64K - $1.72K
|
13.1K
$5.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.55% |
$1.64K - $1.72K
|
913
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.21% |
$1.64K - $1.72K
|
2.44K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$1.31K - $1.38K
|
5.84K
$2.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.31K - $1.38K
|
829
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.18% |
$1.31K - $1.38K
|
2.18K
$966K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.44% |
$1.31K - $1.38K
|
904
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.41% |
$1.31K - $1.38K
|
977
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.29% |
$1.31K - $1.38K
|
1.4K
$620K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.41% |
$983 - $1.03K
|
736
$327K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.43% |
$983 - $1.03K
|
701
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.07% |
$983 - $1.03K
|
4.45K
$1.98M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.48% |
$983 - $1.03K
|
626
$278K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
3+ 1.46% |
$983 - $1.03K
|
208
$92.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.49% |
$983 - $1.03K
|
614
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3New |
$983 - $1.03K
|
3
$1.33K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$656 - $690
|
2.59K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.19% |
$656 - $690
|
1.05K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$656 - $690
|
3.69K
$1.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.24% |
$656 - $690
|
841
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.81% |
$656 - $690
|
248
$110K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.52% |
$656 - $690
|
386
$171K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.55% |
$656 - $690
|
366
$163K
|