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 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
37+ 3.29% |
$14K - $14.8K
|
1.16K
$487K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
35+ 4.92% |
$13.2K - $14K
|
747
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
35+ 6.93% |
$13.2K - $14K
|
540
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
33+ 1.63% |
$12.5K - $13.2K
|
2.05K
$860K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
33+ 2.21% |
$12.5K - $13.2K
|
1.53K
$640K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 1.41% |
$12.1K - $12.8K
|
2.29K
$962K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
31New |
$11.7K - $12.4K
|
31
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
30+ 187.5% |
$11.3K - $12K
|
46
$19.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30+ 1.22% |
$11.3K - $12K
|
2.49K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
29+ 0.35% |
$10.9K - $11.6K
|
8.38K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.71% |
$10.9K - $11.6K
|
4.09K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
28+ 0.65% |
$10.6K - $11.2K
|
4.35K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
27New |
$10.2K - $10.8K
|
27
$11.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
27+ 4.75% |
$10.2K - $10.8K
|
595
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 520.0% |
$9.81K - $10.4K
|
31
$13K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26+ 0.88% |
$9.81K - $10.4K
|
2.99K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 1.51% |
$9.43K - $10K
|
1.68K
$704K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
25+ 2.42% |
$9.43K - $10K
|
1.06K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.46% |
$9.06K - $9.6K
|
5.28K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
24+ 2.72% |
$9.06K - $9.6K
|
905
$379K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
23+ 15.33% |
$8.68K - $9.2K
|
173
$72.5K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21+ 1.58% |
$7.92K - $8.4K
|
1.35K
$565K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20+ 0.99% |
$7.55K - $8K
|
2.04K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17+ 0.66% |
$6.41K - $6.8K
|
2.59K
$1.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
17+ 0.46% |
$6.41K - $6.8K
|
3.72K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16New |
$6.04K - $6.4K
|
16
$6.71K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
16+ 0.47% |
$6.04K - $6.4K
|
3.42K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15+ 0.09% |
$5.66K - $6K
|
17.1K
$7.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14+ 0.49% |
$5.28K - $5.6K
|
2.87K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
14+ 0.24% |
$5.28K - $5.6K
|
5.84K
$2.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
12+ 0.12% |
$4.53K - $4.8K
|
10.1K
$4.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12+ 0.31% |
$4.53K - $4.8K
|
3.94K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11+ 0.45% |
$4.15K - $4.4K
|
2.47K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 1.28% |
$4.15K - $4.4K
|
871
$365K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11+ 1.28% |
$4.15K - $4.4K
|
872
$366K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
10+ 1.26% |
$3.77K - $4K
|
805
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 200.0% |
$3.77K - $4K
|
15
$6.29K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.34% |
$3.77K - $4K
|
2.97K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
9+ 0.32% |
$3.4K - $3.6K
|
2.84K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
9+ 0.44% |
$3.4K - $3.6K
|
2.07K
$868K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
8+ 1.05% |
$3.02K - $3.2K
|
772
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.41% |
$3.02K - $3.2K
|
1.98K
$832K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.38% |
$2.64K - $2.8K
|
1.85K
$774K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.92% |
$2.64K - $2.8K
|
769
$322K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7+ 0.05% |
$2.64K - $2.8K
|
14.1K
$5.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7+ 0.05% |
$2.64K - $2.8K
|
14.1K
$5.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6+ 0.4% |
$2.26K - $2.4K
|
1.52K
$637K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.26K - $2.4K
|
1.57K
$658K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.37% |
$2.26K - $2.4K
|
1.61K
$674K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5+ 0.12% |
$1.89K - $2K
|
4.26K
$1.79M
|