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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
240+ 18.15% |
$69K - $82K
|
1.56K
$669K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
240+ 4.21% |
$69K - $82K
|
5.94K
$2.55M
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
240+ 5.71% |
$69K - $82K
|
4.44K
$1.9M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
240+ 18.15% |
$69K - $82K
|
1.56K
$669K
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
237+ 0.72% |
$68.1K - $81K
|
33.2K
$14.2M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
234+ 1.8% |
$67.2K - $80K
|
13.2K
$5.67M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
224+ 16.78% |
$64.4K - $76.5K
|
1.56K
$668K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
224+ 2.5% |
$64.4K - $76.5K
|
9.18K
$3.93M
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
BUY
|
- |
224+ 3.59% |
$64.4K - $76.5K
|
6.47K
$2.77M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
222+ 9.53% |
$63.8K - $75.9K
|
2.55K
$1.09M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
220+ 19.64% |
$63.2K - $75.2K
|
1.34K
$574K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
215+ 0.41% |
$61.8K - $73.5K
|
52.3K
$22.4M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215+ 11.32% |
$61.8K - $73.5K
|
2.12K
$906K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
206+ 14.28% |
$59.2K - $70.4K
|
1.65K
$707K
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
201+ 8.46% |
$57.7K - $68.7K
|
2.58K
$1.1M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$57.5K - $68.3K
|
200
$85.7K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
200+ 10.5% |
$57.5K - $68.3K
|
2.1K
$902K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
194+ 3.23% |
$55.7K - $66.3K
|
6.21K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
192+ 0.25% |
$55.2K - $65.6K
|
76.1K
$32.6M
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
180+ 1.05% |
$51.7K - $61.5K
|
17.4K
$7.46M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
178+ 19.82% |
$51.1K - $60.8K
|
1.08K
$461K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
162+ 11.17% |
$46.5K - $55.4K
|
1.61K
$691K
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
161+ 7.55% |
$46.3K - $55K
|
2.29K
$983K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
160+ 0.54% |
$46K - $54.7K
|
30K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
151+ 5.61% |
$43.4K - $51.6K
|
2.84K
$1.22M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
139+ 15.43% |
$39.9K - $47.5K
|
1.04K
$446K
|
|
Oct 18, 2022
Q3 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
135+ 7.37% |
$38.8K - $46.1K
|
1.97K
$843K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
131New |
$37.6K - $44.8K
|
131
$56.1K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
127+ 6.67% |
$36.5K - $43.4K
|
2.03K
$870K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
127+ 254.0% |
$36.5K - $43.4K
|
177
$75.9K
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
126+ 2.98% |
$36.2K - $43.1K
|
4.35K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
125New |
$35.9K - $42.7K
|
125
$53.6K
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
123+ 17.45% |
$35.3K - $42K
|
828
$355K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
118+ 3.41% |
$33.9K - $40.3K
|
3.58K
$1.54M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
112+ 1.18% |
$32.2K - $38.3K
|
9.64K
$4.13M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
111+ 5.78% |
$31.9K - $37.9K
|
2.03K
$871K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
108+ 2.15% |
$31K - $36.9K
|
5.14K
$2.2M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
108+ 675.0% |
$31K - $36.9K
|
124
$53.1K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
104+ 9.44% |
$29.9K - $35.5K
|
1.21K
$517K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
103+ 3.26% |
$29.6K - $35.2K
|
3.26K
$1.4M
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
103New |
$29.6K - $35.2K
|
103
$44.1K
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
100+ 13.33% |
$28.7K - $34.2K
|
850
$364K
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
BUY
|
- |
100+ 0.82% |
$28.7K - $34.2K
|
12.3K
$5.28M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
100+ 10.99% |
$28.7K - $34.2K
|
1.01K
$433K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
100+ 1.19% |
$28.7K - $34.2K
|
8.48K
$3.64M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100+ 31.65% |
$28.7K - $34.2K
|
416
$178K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
96+ 2.16% |
$27.6K - $32.8K
|
4.54K
$1.94M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
96+ 0.16% |
$27.6K - $32.8K
|
61.1K
$26.2M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
96+ 4.54% |
$27.6K - $32.8K
|
2.21K
$947K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
93+ 13.62% |
$26.7K - $31.8K
|
776
$333K
|