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 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
8+ 0.41% |
$3.02K - $3.2K
|
1.98K
$882K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.92% |
$2.64K - $2.8K
|
769
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7+ 0.05% |
$2.64K - $2.8K
|
14.1K
$6.29M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7+ 0.05% |
$2.64K - $2.8K
|
14.1K
$6.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7+ 0.38% |
$2.64K - $2.8K
|
1.85K
$820K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.37% |
$2.26K - $2.4K
|
1.61K
$715K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6+ 0.4% |
$2.26K - $2.4K
|
1.52K
$676K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.26K - $2.4K
|
1.57K
$698K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.89K - $2K
|
6.1K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.22% |
$1.89K - $2K
|
2.31K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 10.0% |
$1.89K - $2K
|
55
$24.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5+ 0.12% |
$1.89K - $2K
|
4.26K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.08% |
$1.89K - $2K
|
6.13K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5+ 0.08% |
$1.89K - $2K
|
6.63K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5New |
$1.89K - $2K
|
5
$2.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.44% |
$1.51K - $1.6K
|
917
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.51K - $1.6K
|
930
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.51K - $1.6K
|
1.17K
$520K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4+ 0.31% |
$1.51K - $1.6K
|
1.31K
$582K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.14% |
$1.13K - $1.2K
|
2.21K
$981K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.09% |
$1.13K - $1.2K
|
3.46K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3+ 0.14% |
$1.13K - $1.2K
|
2.1K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.2% |
$1.13K - $1.2K
|
1.53K
$682K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.5% |
$1.13K - $1.2K
|
600
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3+ 0.19% |
$1.13K - $1.2K
|
1.61K
$715K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3+ 0.57% |
$1.13K - $1.2K
|
530
$236K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.35% |
$1.13K - $1.2K
|
849
$378K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$1.13K - $1.2K
|
1.6K
$713K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.41% |
$1.13K - $1.2K
|
742
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3+ 0.4% |
$1.13K - $1.2K
|
761
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.43% |
$1.13K - $1.2K
|
694
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3+ 0.12% |
$1.13K - $1.2K
|
2.61K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.17% |
$755 - $800
|
1.2K
$534K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2+ 0.21% |
$755 - $800
|
974
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$755 - $800
|
604
$269K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.24% |
$755 - $800
|
849
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.38% |
$755 - $800
|
530
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2+ 0.04% |
$755 - $800
|
4.94K
$2.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.16% |
$755 - $800
|
1.29K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
2New |
$755 - $800
|
2
$889
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.12% |
$755 - $800
|
1.74K
$773K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2+ 0.1% |
$755 - $800
|
1.93K
$860K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.21% |
$755 - $800
|
944
$420K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.17% |
$755 - $800
|
1.18K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.27% |
$755 - $800
|
741
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.35% |
$755 - $800
|
578
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.51% |
$755 - $800
|
394
$175K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.49% |
$755 - $800
|
412
$183K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.18% |
$755 - $800
|
1.14K
$506K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.36% |
$755 - $800
|
556
$247K
|