Purchases and Sales Made in Q2 2024 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 2024. 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 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-25- 2.45% |
$9.43K - $10K
|
997
$443K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-25- 4.24% |
$9.43K - $10K
|
564
$251K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.97% |
$9.43K - $10K
|
2.54K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26- 0.71% |
$9.81K - $10.4K
|
3.65K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-26- 0.9% |
$9.81K - $10.4K
|
2.87K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-27- 4.56% |
$10.2K - $10.8K
|
565
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-27- 2.13% |
$10.2K - $10.8K
|
1.24K
$553K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-28- 17.18% |
$10.6K - $11.2K
|
135
$60K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-29- 2.26% |
$10.9K - $11.6K
|
1.25K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 4.66% |
$11.3K - $12K
|
614
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-30- 2.96% |
$11.3K - $12K
|
984
$438K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-30- 3.77% |
$11.3K - $12K
|
766
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 3.21% |
$11.3K - $12K
|
906
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-30- 2.82% |
$11.3K - $12K
|
1.04K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-31- 2.74% |
$11.7K - $12.4K
|
1.1K
$490K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-32- 0.35% |
$12.1K - $12.8K
|
9K
$4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32- 13.62% |
$12.1K - $12.8K
|
203
$90.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-33- 3.17% |
$12.5K - $13.2K
|
1.01K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-33- 3.83% |
$12.5K - $13.2K
|
828
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-33- 1.22% |
$12.5K - $13.2K
|
2.67K
$1.19M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-39- 5.13% |
$14.7K - $15.6K
|
721
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-39- 4.19% |
$14.7K - $15.6K
|
892
$397K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-39- 2.35% |
$14.7K - $15.6K
|
1.62K
$720K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 0.35% |
$15.1K - $16K
|
11.4K
$5.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.89% |
$15.1K - $16K
|
2.07K
$921K
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 0.35% |
$15.1K - $16K
|
11.4K
$5.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-41- 14.04% |
$15.5K - $16.4K
|
251
$112K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-45- 5.37% |
$17K - $18K
|
793
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-46- 2.17% |
$17.4K - $18.4K
|
2.07K
$920K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-47- 6.36% |
$17.7K - $18.8K
|
692
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.38% |
$18.9K - $20K
|
3.58K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 1.36% |
$18.9K - $20K
|
3.64K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 2.77% |
$18.9K - $20K
|
1.75K
$780K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-51- 3.54% |
$19.2K - $20.4K
|
1.39K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-51- 4.17% |
$19.2K - $20.4K
|
1.17K
$522K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-51- 34.23% |
$19.2K - $20.4K
|
98
$43.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 6.14% |
$19.2K - $20.4K
|
780
$347K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 27.46% |
$20K - $21.2K
|
140
$62.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 14.85% |
$20K - $21.2K
|
304
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-55- 16.82% |
$20.8K - $22K
|
272
$121K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-55- 0.32% |
$20.8K - $22K
|
17.4K
$7.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-56- 4.18% |
$21.1K - $22.4K
|
1.28K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-56- 1.39% |
$21.1K - $22.4K
|
3.96K
$1.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-60- 0.24% |
$22.6K - $24K
|
25.4K
$11.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-60- 37.5% |
$22.6K - $24K
|
100
$44.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-60- 0.38% |
$22.6K - $24K
|
15.9K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.48% |
$22.6K - $24K
|
4K
$1.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62- 1.99% |
$23.4K - $24.8K
|
3.06K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-62- 5.48% |
$23.4K - $24.8K
|
1.07K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-63- 3.06% |
$23.8K - $25.2K
|
1.99K
$886K
|