Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
25.7KNew |
$9.94M - $10.9M
|
25.7K
$11.1M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24.5K+ 2419.72% |
$9.49M - $10.4M
|
25.6K
$11M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
20.7K+ 30.59% |
$8.01M - $8.76M
|
88.4K
$38.2M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 1567.84% |
$4.32M - $4.72M
|
11.9K
$5.13M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.39K+ 188.78% |
$1.7M - $1.86M
|
6.72K
$2.91M
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
4.37K+ 0.83% |
$1.69M - $1.85M
|
534K
$231M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.24K+ 138.39% |
$1.64M - $1.79M
|
7.3K
$3.16M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.71KNew |
$1.44M - $1.57M
|
3.71K
$1.61M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.19KNew |
$1.23M - $1.35M
|
3.19K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.98K+ 175.83% |
$1.15M - $1.26M
|
4.68K
$2.02M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.41K+ 1.03% |
$933K - $1.02M
|
236K
$102M
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
2.08K+ 10.73% |
$806K - $881K
|
21.5K
$9.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.83K+ 11.45% |
$709K - $776K
|
17.8K
$7.71M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.61K+ 1.86% |
$622K - $681K
|
87.9K
$38M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 6.87% |
$590K - $645K
|
23.7K
$10.3M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.45K+ 4.49% |
$562K - $615K
|
33.8K
$14.6M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.35KNew |
$524K - $573K
|
1.35K
$585K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.07KNew |
$412K - $451K
|
1.07K
$460K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.06K+ 47.94% |
$409K - $447K
|
3.26K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
999New |
$386K - $423K
|
999
$432K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
992New |
$384K - $420K
|
992
$429K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
970+ 26.47% |
$375K - $410K
|
4.63K
$2M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
817+ 76.43% |
$316K - $346K
|
1.89K
$815K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
793+ 1.75% |
$307K - $336K
|
46.1K
$19.9M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
729+ 85.36% |
$282K - $308K
|
1.58K
$684K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
689+ 55.61% |
$267K - $292K
|
1.93K
$834K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
687New |
$266K - $291K
|
687
$297K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
650+ 59.8% |
$251K - $275K
|
1.74K
$751K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
649+ 3.28% |
$251K - $275K
|
20.4K
$8.82M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
580+ 9.51% |
$224K - $245K
|
6.68K
$2.89M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
573New |
$222K - $242K
|
573
$248K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
530+ 9.77% |
$205K - $224K
|
5.95K
$2.57M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
529+ 8.23% |
$205K - $224K
|
6.96K
$3.01M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
520+ 35.62% |
$201K - $220K
|
1.98K
$856K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
510New |
$197K - $216K
|
510
$221K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
500New |
$193K - $212K
|
500
$216K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
499New |
$193K - $211K
|
499
$216K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
486+ 5.45% |
$188K - $206K
|
9.41K
$4.07M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
461+ 3.2% |
$178K - $195K
|
14.9K
$6.44M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
432+ 3.56% |
$167K - $183K
|
12.6K
$5.43M
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
404+ 4.75% |
$156K - $171K
|
8.91K
$3.85M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
360+ 20.7% |
$139K - $152K
|
2.1K
$908K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
359+ 38.4% |
$139K - $152K
|
1.29K
$560K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
330New |
$128K - $140K
|
330
$143K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305+ 63.28% |
$118K - $129K
|
787
$340K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
300+ 30.8% |
$116K - $127K
|
1.27K
$551K
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
299+ 1.99% |
$116K - $127K
|
15.4K
$6.64M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
257+ 11.42% |
$99.4K - $109K
|
2.51K
$1.08M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
257+ 3.57% |
$99.4K - $109K
|
7.45K
$3.22M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.76% |
$83.2K - $91K
|
28.5K
$12.3M
|