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 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
564
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$377 - $400
|
2.17K
$963K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$377 - $400
|
271
$121K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.27% |
$377 - $400
|
372
$165K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.11% |
$377 - $400
|
947
$421K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1+ 0.06% |
$377 - $400
|
1.58K
$703K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$377 - $400
|
986
$438K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$377 - $400
|
1.8K
$798K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$377 - $400
|
3.43K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.12% |
$377 - $400
|
863
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.43% |
$377 - $400
|
234
$104K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
568
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$377 - $400
|
1.63K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$377 - $400
|
2.66K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.14% |
$377 - $400
|
700
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.19% |
$377 - $400
|
536
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$377 - $400
|
1.28K
$568K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.11% |
$377 - $400
|
911
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
571
$254K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1+ 0.17% |
$377 - $400
|
585
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.72% |
$377 - $400
|
140
$62.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$377 - $400
|
2.21K
$981K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.12% |
$377 - $400
|
833
$370K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.4% |
$377 - $400
|
252
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$377 - $400
|
2.44K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$377 - $400
|
7.51K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1+ 0.13% |
$377 - $400
|
798
$355K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.15% |
$377 - $400
|
657
$292K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1- 0.03% |
$377 - $400
|
3.44K
$1.53M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 0.11% |
$377 - $400
|
872
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 50.0% |
$377 - $400
|
1
$445
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- 0.08% |
$377 - $400
|
1.25K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1- 0.04% |
$377 - $400
|
2.43K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-1- 0.04% |
$377 - $400
|
2.76K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2- 0.32% |
$755 - $800
|
618
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 0.1% |
$755 - $800
|
2.03K
$903K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.04% |
$1.13K - $1.2K
|
7.16K
$3.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.2% |
$1.13K - $1.2K
|
1.5K
$667K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-4- 0.29% |
$1.51K - $1.6K
|
1.38K
$613K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.13% |
$1.51K - $1.6K
|
3.2K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4- 0.76% |
$1.51K - $1.6K
|
521
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4- 0.33% |
$1.51K - $1.6K
|
1.2K
$534K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.33% |
$1.51K - $1.6K
|
1.2K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-5- 0.06% |
$1.89K - $2K
|
8.24K
$3.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.37% |
$1.89K - $2K
|
1.33K
$592K
|