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 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.4% |
$377 - $400
|
252
$106K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$377 - $400
|
1
$419
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
568
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.72% |
$377 - $400
|
140
$58.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$377 - $400
|
1.8K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.12% |
$377 - $400
|
833
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$377 - $400
|
1
$419
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$377 - $400
|
986
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$377 - $400
|
1.28K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.12% |
$377 - $400
|
863
$362K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.43% |
$377 - $400
|
234
$98.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.14% |
$377 - $400
|
700
$294K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$377 - $400
|
2.17K
$908K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.19% |
$377 - $400
|
536
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$377 - $400
|
2.21K
$925K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1+ 0.17% |
$377 - $400
|
585
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$377 - $400
|
2.44K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.11% |
$377 - $400
|
947
$397K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$377 - $400
|
271
$114K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$377 - $400
|
3.43K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- 0.08% |
$377 - $400
|
1.25K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1- 0.04% |
$377 - $400
|
2.43K
$1.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 0.11% |
$377 - $400
|
872
$366K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1- 0.03% |
$377 - $400
|
3.44K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 50.0% |
$377 - $400
|
1
$419
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-1- 0.04% |
$377 - $400
|
2.76K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2- 0.32% |
$755 - $800
|
618
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 0.1% |
$755 - $800
|
2.03K
$851K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.04% |
$1.13K - $1.2K
|
7.16K
$3M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.2% |
$1.13K - $1.2K
|
1.5K
$629K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4- 0.76% |
$1.51K - $1.6K
|
521
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.33% |
$1.51K - $1.6K
|
1.2K
$502K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4- 0.33% |
$1.51K - $1.6K
|
1.2K
$504K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.13% |
$1.51K - $1.6K
|
3.2K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-4- 0.29% |
$1.51K - $1.6K
|
1.38K
$578K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.37% |
$1.89K - $2K
|
1.33K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.12% |
$1.89K - $2K
|
4.14K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5- 0.47% |
$1.89K - $2K
|
1.06K
$442K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-5- 0.06% |
$1.89K - $2K
|
8.24K
$3.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6- 0.34% |
$2.26K - $2.4K
|
1.78K
$746K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6- 0.59% |
$2.26K - $2.4K
|
1.01K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-6- 0.67% |
$2.26K - $2.4K
|
893
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-7- 0.72% |
$2.64K - $2.8K
|
970
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-7- 0.12% |
$2.64K - $2.8K
|
5.88K
$2.46M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 1.19% |
$3.02K - $3.2K
|
666
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 1.19% |
$3.02K - $3.2K
|
666
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8- 0.2% |
$3.02K - $3.2K
|
3.93K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 3.35% |
$3.4K - $3.6K
|
260
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-9- 0.77% |
$3.4K - $3.6K
|
1.17K
$489K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-9- 1.62% |
$3.4K - $3.6K
|
548
$230K
|