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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 3.19% |
$3.09K - $3.38K
|
243
$109K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.17% |
$3.48K - $3.81K
|
5.31K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9- 0.68% |
$3.48K - $3.81K
|
1.32K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-9- 0.59% |
$3.48K - $3.81K
|
1.51K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-9- 0.07% |
$3.48K - $3.81K
|
13.6K
$6.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.31% |
$3.87K - $4.23K
|
3.19K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.39% |
$3.87K - $4.23K
|
710
$317K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-10- 1.6% |
$3.87K - $4.23K
|
616
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-10- 1.32% |
$3.87K - $4.23K
|
745
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 66.67% |
$3.87K - $4.23K
|
5
$2.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 1.78% |
$4.25K - $4.65K
|
608
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-11- 0.7% |
$4.25K - $4.65K
|
1.57K
$702K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-13- 0.65% |
$5.03K - $5.5K
|
2K
$895K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13- 1.14% |
$5.03K - $5.5K
|
1.13K
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 2.3% |
$5.03K - $5.5K
|
552
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-14- 0.93% |
$5.42K - $5.92K
|
1.49K
$666K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14- 21.54% |
$5.42K - $5.92K
|
51
$22.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.68% |
$5.8K - $6.35K
|
2.19K
$980K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15- 1.67% |
$5.8K - $6.35K
|
882
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 0.25% |
$5.8K - $6.35K
|
5.89K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-15- 1.16% |
$5.8K - $6.35K
|
1.28K
$571K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-17- 2.13% |
$6.58K - $7.19K
|
781
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17- 0.28% |
$6.58K - $7.19K
|
6.07K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-17- 0.16% |
$6.58K - $7.19K
|
10.9K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 0.69% |
$6.58K - $7.19K
|
2.45K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-18- 2.34% |
$6.96K - $7.62K
|
750
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-18- 0.47% |
$6.96K - $7.62K
|
3.81K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-18- 2.06% |
$6.96K - $7.62K
|
854
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19- 0.46% |
$7.35K - $8.04K
|
4.09K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-19- 0.38% |
$7.35K - $8.04K
|
5K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-19- 0.16% |
$7.35K - $8.04K
|
11.9K
$5.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-20- 1.5% |
$7.74K - $8.46K
|
1.32K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 2.21% |
$7.74K - $8.46K
|
886
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 0.3% |
$7.74K - $8.46K
|
6.66K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-21- 0.46% |
$8.12K - $8.89K
|
4.57K
$2.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 1.9% |
$8.12K - $8.89K
|
1.08K
$485K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-21- 0.61% |
$8.12K - $8.89K
|
3.41K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-22- 2.56% |
$8.51K - $9.31K
|
836
$374K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-22- 1.42% |
$8.51K - $9.31K
|
1.52K
$681K
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-22- 0.7% |
$8.51K - $9.31K
|
3.1K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.85% |
$8.9K - $9.73K
|
1.22K
$545K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-23- 3.47% |
$8.9K - $9.73K
|
640
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-24- 1.94% |
$9.28K - $10.2K
|
1.22K
$544K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-24- 0.67% |
$9.28K - $10.2K
|
3.54K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-24- 0.34% |
$9.28K - $10.2K
|
7.1K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-25- 50.0% |
$9.67K - $10.6K
|
25
$11.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-25- 0.63% |
$9.67K - $10.6K
|
3.93K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-25- 1.16% |
$9.67K - $10.6K
|
2.13K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.57% |
$10.1K - $11K
|
4.5K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27- 1.17% |
$10.4K - $11.4K
|
2.28K
$1.02M
|