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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 3.21% |
$11.3K - $12K
|
906
$380K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-31- 2.74% |
$11.7K - $12.4K
|
1.1K
$462K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32- 13.62% |
$12.1K - $12.8K
|
203
$85.1K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-32- 0.35% |
$12.1K - $12.8K
|
9K
$3.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-33- 3.83% |
$12.5K - $13.2K
|
828
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-33- 1.22% |
$12.5K - $13.2K
|
2.67K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-33- 3.17% |
$12.5K - $13.2K
|
1.01K
$423K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-39- 5.13% |
$14.7K - $15.6K
|
721
$302K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-39- 4.19% |
$14.7K - $15.6K
|
892
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-39- 2.35% |
$14.7K - $15.6K
|
1.62K
$679K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.89% |
$15.1K - $16K
|
2.07K
$868K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 0.35% |
$15.1K - $16K
|
11.4K
$4.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-41- 14.04% |
$15.5K - $16.4K
|
251
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-45- 5.37% |
$17K - $18K
|
793
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-46- 2.17% |
$17.4K - $18.4K
|
2.07K
$868K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-47- 6.36% |
$17.7K - $18.8K
|
692
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 1.36% |
$18.9K - $20K
|
3.64K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 2.77% |
$18.9K - $20K
|
1.75K
$736K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.38% |
$18.9K - $20K
|
3.58K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 6.14% |
$19.2K - $20.4K
|
780
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-51- 3.54% |
$19.2K - $20.4K
|
1.39K
$582K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-51- 4.17% |
$19.2K - $20.4K
|
1.17K
$492K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-51- 34.23% |
$19.2K - $20.4K
|
98
$41.1K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 27.46% |
$20K - $21.2K
|
140
$58.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 14.85% |
$20K - $21.2K
|
304
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-55- 16.82% |
$20.8K - $22K
|
272
$114K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-55- 0.32% |
$20.8K - $22K
|
17.4K
$7.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-56- 1.39% |
$21.1K - $22.4K
|
3.96K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-56- 4.18% |
$21.1K - $22.4K
|
1.28K
$538K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-60- 37.5% |
$22.6K - $24K
|
100
$41.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-60- 1.48% |
$22.6K - $24K
|
4K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-60- 0.38% |
$22.6K - $24K
|
15.9K
$6.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-60- 0.24% |
$22.6K - $24K
|
25.4K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-62- 5.48% |
$23.4K - $24.8K
|
1.07K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62- 1.99% |
$23.4K - $24.8K
|
3.06K
$1.28M
|
|
|
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
$836K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-63- 2.85% |
$23.8K - $25.2K
|
2.14K
$899K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-64- 4.77% |
$24.1K - $25.6K
|
1.28K
$535K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-64- 1.1% |
$24.1K - $25.6K
|
5.73K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-65- 8.78% |
$24.5K - $26K
|
675
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-66- 0.51% |
$24.9K - $26.4K
|
12.9K
$5.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-66- 4.43% |
$24.9K - $26.4K
|
1.42K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-66- 0.71% |
$24.9K - $26.4K
|
9.19K
$3.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-69- 0.62% |
$26K - $27.6K
|
11K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-69- 2.41% |
$26K - $27.6K
|
2.8K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-70- 4.4% |
$26.4K - $28K
|
1.52K
$638K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-74- 5.71% |
$27.9K - $29.6K
|
1.22K
$513K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 4.11% |
$28.3K - $30K
|
1.75K
$735K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-77- 0.48% |
$29.1K - $30.8K
|
15.9K
$6.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-77- 0.53% |
$29.1K - $30.8K
|
14.5K
$6.09M
|