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 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.81% |
$656 - $690
|
248
$104K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.18% |
$656 - $690
|
1.12K
$468K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$656 - $690
|
3.69K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$656 - $690
|
2.59K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.26% |
$328 - $345
|
381
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.1% |
$328 - $345
|
959
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1+ 0.01% |
$328 - $345
|
13.1K
$5.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$328 - $345
|
4.43K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.03% |
$328 - $345
|
3.06K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$328 - $345
|
1.17K
$493K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.57% |
$328 - $345
|
176
$73.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$328 - $345
|
1.16K
$488K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.44% |
$328 - $345
|
230
$96.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$328 - $345
|
1.79K
$752K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$328 - $345
|
2.34K
$984K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.04% |
$328 - $345
|
2.29K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.05% |
$328 - $345
|
1.91K
$802K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.11% |
$328 - $345
|
930
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$328 - $345
|
659
$277K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.11% |
$328 - $345
|
910
$382K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1- 0.05% |
$328 - $345
|
2.04K
$857K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.2% |
$328 - $345
|
493
$207K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.13% |
$328 - $345
|
740
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2- 0.07% |
$656 - $690
|
2.88K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
SELL
|
- |
-2- 0.02% |
$656 - $690
|
8.49K
$3.57M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-2- 0.04% |
$656 - $690
|
5.21K
$2.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2- 0.67% |
$656 - $690
|
298
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$656 - $690
|
1.27K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.84% |
$656 - $690
|
235
$98.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$656 - $690
|
5.51K
$2.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 1.88% |
$983 - $1.03K
|
157
$66K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$983 - $1.03K
|
5.85K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-3- 0.32% |
$983 - $1.03K
|
925
$389K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.07% |
$983 - $1.03K
|
4.06K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4- 0.26% |
$1.31K - $1.38K
|
1.53K
$644K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4- 0.28% |
$1.31K - $1.38K
|
1.41K
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 0.09% |
$1.31K - $1.38K
|
4.4K
$1.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.56% |
$1.31K - $1.38K
|
714
$300K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 55.56% |
$1.64K - $1.72K
|
4
$1.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 85.71% |
$1.97K - $2.07K
|
1
$420
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7- 0.7% |
$2.29K - $2.41K
|
998
$419K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-7- 0.19% |
$2.29K - $2.41K
|
3.76K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7- 2.08% |
$2.29K - $2.41K
|
329
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-7- 0.31% |
$2.29K - $2.41K
|
2.24K
$942K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-8- 0.62% |
$2.62K - $2.76K
|
1.29K
$541K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.26% |
$2.62K - $2.76K
|
3.03K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.89% |
$2.95K - $3.1K
|
1K
$420K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 1.33% |
$2.95K - $3.1K
|
669
$281K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-9- 0.7% |
$2.95K - $3.1K
|
1.28K
$536K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 1.22% |
$3.28K - $3.45K
|
810
$340K
|