Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-99- 2.37% |
$28.4K - $33.8K
|
4.07K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-99- 3.64% |
$28.4K - $33.8K
|
2.62K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-100- 7.94% |
$28.7K - $34.2K
|
1.16K
$504K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.07% |
$28.7K - $34.2K
|
4.72K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 2.35% |
$28.7K - $34.2K
|
4.15K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-100- 1.73% |
$28.7K - $34.2K
|
5.68K
$2.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-101- 3.82% |
$29K - $34.5K
|
2.54K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-103- 1.35% |
$29.6K - $35.2K
|
7.5K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-104- 5.28% |
$29.9K - $35.5K
|
1.87K
$811K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-105- 4.14% |
$30.2K - $35.9K
|
2.43K
$1.06M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-106- 4.84% |
$30.5K - $36.2K
|
2.09K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-118- 4.51% |
$33.9K - $40.3K
|
2.5K
$1.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-120- 2.69% |
$34.5K - $41K
|
4.33K
$1.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-123- 4.84% |
$35.3K - $42K
|
2.42K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-126- 0.75% |
$36.2K - $43.1K
|
16.7K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-128- 1.96% |
$36.8K - $43.7K
|
6.39K
$2.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-135- 13.58% |
$38.8K - $46.1K
|
859
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-135- 6.59% |
$38.8K - $46.1K
|
1.91K
$832K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-147- 16.0% |
$42.2K - $50.2K
|
772
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-149- 3.45% |
$42.8K - $50.9K
|
4.16K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-149- 2.62% |
$42.8K - $50.9K
|
5.55K
$2.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-150- 42.37% |
$43.1K - $51.3K
|
204
$88.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-150- 14.35% |
$43.1K - $51.3K
|
895
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-151- 17.74% |
$43.4K - $51.6K
|
700
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-152- 17.16% |
$43.7K - $51.9K
|
734
$319K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-153- 17.37% |
$44K - $52.3K
|
728
$316K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-157- 0.58% |
$45.1K - $53.7K
|
26.7K
$11.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-160- 12.17% |
$46K - $54.7K
|
1.16K
$502K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-163- 0.61% |
$46.8K - $55.7K
|
26.6K
$11.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-163- 9.32% |
$46.8K - $55.7K
|
1.59K
$689K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-166- 15.69% |
$47.7K - $56.7K
|
892
$388K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-171Closed |
$49.1K - $58.4K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-175- 4.12% |
$50.3K - $59.8K
|
4.07K
$1.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-184- 4.49% |
$52.9K - $62.9K
|
3.91K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-184- 11.44% |
$52.9K - $62.9K
|
1.43K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-185- 1.41% |
$53.2K - $63.2K
|
12.9K
$5.62M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-189- 6.92% |
$54.3K - $64.6K
|
2.54K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-195- 2.2% |
$56K - $66.6K
|
8.66K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 26.08% |
$57.5K - $68.3K
|
567
$246K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-200- 58.65% |
$57.5K - $68.3K
|
141
$61.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 18.85% |
$57.5K - $68.3K
|
861
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-200- 10.48% |
$57.5K - $68.3K
|
1.71K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-204- 5.76% |
$58.6K - $69.7K
|
3.34K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-209- 1.25% |
$60K - $71.4K
|
16.5K
$7.19M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-215- 68.25% |
$61.8K - $73.5K
|
100
$43.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-225- 0.94% |
$64.6K - $76.9K
|
23.6K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-226- 2.53% |
$64.9K - $77.2K
|
8.69K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-232- 5.44% |
$66.7K - $79.3K
|
4.03K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-237- 26.27% |
$68.1K - $81K
|
665
$289K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-239- 3.34% |
$68.7K - $81.7K
|
6.92K
$3.01M
|