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 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-66- 0.71% |
$24.9K - $26.4K
|
9.19K
$3.6M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-69- 0.62% |
$26K - $27.6K
|
11K
$4.32M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-69- 2.41% |
$26K - $27.6K
|
2.8K
$1.1M
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-70- 4.4% |
$26.4K - $28K
|
1.52K
$596K
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-74- 5.71% |
$27.9K - $29.6K
|
1.22K
$479K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 4.11% |
$28.3K - $30K
|
1.75K
$687K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-77- 0.48% |
$29.1K - $30.8K
|
15.9K
$6.22M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-77- 0.53% |
$29.1K - $30.8K
|
14.5K
$5.69M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-81- 2.33% |
$30.6K - $32.4K
|
3.4K
$1.33M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-81- 1.31% |
$30.6K - $32.4K
|
6.09K
$2.39M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-82- 3.25% |
$30.9K - $32.8K
|
2.44K
$957K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-85- 4.59% |
$32.1K - $34K
|
1.77K
$692K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-86- 6.89% |
$32.4K - $34.4K
|
1.16K
$455K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-89- 11.87% |
$33.6K - $35.6K
|
661
$259K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-90- 1.73% |
$34K - $36K
|
5.11K
$2M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-94- 0.48% |
$35.5K - $37.6K
|
19.6K
$7.66M
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-96- 5.29% |
$36.2K - $38.4K
|
1.72K
$673K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-96- 10.74% |
$36.2K - $38.4K
|
798
$313K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-97- 8.49% |
$36.6K - $38.8K
|
1.05K
$410K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-100- 6.45% |
$37.7K - $40K
|
1.45K
$569K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-100- 0.41% |
$37.7K - $40K
|
24.3K
$9.52M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-100- 10.75% |
$37.7K - $40K
|
830
$325K
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-101- 9.81% |
$38.1K - $40.4K
|
929
$364K
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-101- 8.97% |
$38.1K - $40.4K
|
1.03K
$402K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-102- 2.18% |
$38.5K - $40.8K
|
4.57K
$1.79M
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-102- 2.6% |
$38.5K - $40.8K
|
3.83K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-104- 6.77% |
$39.2K - $41.6K
|
1.43K
$561K
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-104- 8.13% |
$39.2K - $41.6K
|
1.18K
$460K
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-105- 2.11% |
$39.6K - $42K
|
4.88K
$1.91M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 1.82% |
$41.1K - $43.6K
|
5.89K
$2.31M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-111- 1.52% |
$41.9K - $44.4K
|
7.19K
$2.82M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-112- 2.56% |
$42.3K - $44.8K
|
4.27K
$1.67M
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-114- 6.99% |
$43K - $45.6K
|
1.52K
$594K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-115- 2.44% |
$43.4K - $46K
|
4.59K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-117- 6.45% |
$44.1K - $46.8K
|
1.7K
$665K
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-118- 5.31% |
$44.5K - $47.2K
|
2.11K
$825K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-119- 1.16% |
$44.9K - $47.6K
|
10.2K
$3.99M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-120- 5.15% |
$45.3K - $48K
|
2.21K
$867K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-120- 2.84% |
$45.3K - $48K
|
4.1K
$1.61M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-121- 6.53% |
$45.7K - $48.4K
|
1.73K
$679K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-122- 13.71% |
$46K - $48.8K
|
768
$301K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-124- 4.33% |
$46.8K - $49.6K
|
2.74K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-124- 1.92% |
$46.8K - $49.6K
|
6.33K
$2.48M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-125- 0.95% |
$47.2K - $50K
|
13K
$5.11M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-126- 3.31% |
$47.5K - $50.4K
|
3.68K
$1.44M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-127- 15.32% |
$47.9K - $50.8K
|
702
$275K
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-130- 0.49% |
$49.1K - $52K
|
26.4K
$10.3M
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-130- 1.06% |
$49.1K - $52K
|
12.1K
$4.73M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-131- 2.38% |
$49.4K - $52.4K
|
5.37K
$2.1M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-133- 2.12% |
$50.2K - $53.2K
|
6.15K
$2.41M
|