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 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.54K+ 5.45% |
$581K - $616K
|
29.8K
$12.5M
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$566K - $600K
|
1.5K
$629K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.46KNew |
$551K - $584K
|
1.46K
$612K
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.41K+ 2.32% |
$533K - $565K
|
62.3K
$26.1M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.41K+ 68.75% |
$530K - $562K
|
3.45K
$1.45M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.4K+ 9.77% |
$527K - $559K
|
15.7K
$6.59M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 2.91% |
$505K - $535K
|
47.3K
$19.9M
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.34KNew |
$504K - $534K
|
1.34K
$560K
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.33KNew |
$502K - $532K
|
1.33K
$558K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.28K+ 27.59% |
$481K - $510K
|
5.9K
$2.47M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.25KNew |
$472K - $500K
|
1.25K
$524K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 5.94% |
$470K - $498K
|
22.2K
$9.31M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.24KNew |
$467K - $496K
|
1.24K
$520K
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.22K+ 62.18% |
$458K - $486K
|
3.17K
$1.33M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21K+ 3.59% |
$457K - $484K
|
35K
$14.7M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.2K+ 37.65% |
$454K - $481K
|
4.4K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 72.55% |
$431K - $457K
|
2.72K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.14KNew |
$430K - $456K
|
1.14K
$478K
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.14K+ 3.73% |
$428K - $454K
|
31.6K
$13.2M
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.12KNew |
$423K - $448K
|
1.12K
$470K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.1K+ 3.31% |
$415K - $440K
|
34.4K
$14.4M
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
1.1K+ 100.0% |
$413K - $438K
|
2.19K
$918K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.09K+ 20.49% |
$412K - $437K
|
6.43K
$2.7M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 1.5% |
$405K - $429K
|
72.8K
$30.5M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.05K+ 9.16% |
$395K - $419K
|
12.5K
$5.24M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
995New |
$375K - $398K
|
995
$417K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
977New |
$369K - $391K
|
977
$410K
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
973New |
$367K - $389K
|
973
$408K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
918New |
$346K - $367K
|
918
$385K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
917New |
$346K - $367K
|
917
$385K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
902New |
$340K - $361K
|
902
$378K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
900+ 75.0% |
$340K - $360K
|
2.1K
$881K
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
880+ 8.17% |
$332K - $352K
|
11.7K
$4.89M
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
855New |
$323K - $342K
|
855
$359K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
840+ 23.8% |
$317K - $336K
|
4.37K
$1.83M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
800New |
$302K - $320K
|
800
$335K
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
790+ 8.24% |
$298K - $316K
|
10.4K
$4.35M
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
779New |
$294K - $312K
|
779
$327K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
765+ 5.02% |
$289K - $306K
|
16K
$6.71M
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
762New |
$288K - $305K
|
762
$320K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
756New |
$285K - $302K
|
756
$317K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
754New |
$284K - $302K
|
754
$316K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
738+ 74.85% |
$278K - $295K
|
1.72K
$723K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
735+ 85.27% |
$277K - $294K
|
1.6K
$670K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
719+ 2.01% |
$271K - $288K
|
36.4K
$15.3M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
718+ 26.14% |
$271K - $287K
|
3.47K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
700+ 86.1% |
$264K - $280K
|
1.51K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
700New |
$264K - $280K
|
700
$294K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
680+ 739.13% |
$257K - $272K
|
772
$324K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
674+ 60.78% |
$254K - $270K
|
1.78K
$748K
|