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 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 42.86% |
$23.2K - $25.4K
|
80
$35.6K
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-62- 36.05% |
$24K - $26.2K
|
110
$49K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-62- 8.93% |
$24K - $26.2K
|
632
$282K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-64- 3.73% |
$24.8K - $27.1K
|
1.65K
$737K
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-65- 0.26% |
$25.1K - $27.5K
|
25K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-67- 14.16% |
$25.9K - $28.3K
|
406
$181K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-67- 2.58% |
$25.9K - $28.3K
|
2.53K
$1.13M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-71- 0.45% |
$27.5K - $30K
|
15.8K
$7.04M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-73- 0.06% |
$28.2K - $30.9K
|
117K
$52.2M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-76- 1.33% |
$29.4K - $32.2K
|
5.66K
$2.52M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-77- 10.38% |
$29.8K - $32.6K
|
665
$296K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 2.47% |
$30.2K - $33K
|
3.09K
$1.37M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-80- 9.66% |
$30.9K - $33.8K
|
748
$333K
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-85- 1.76% |
$32.9K - $36K
|
4.75K
$2.12M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-86- 6.2% |
$33.3K - $36.4K
|
1.3K
$579K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-86- 12.52% |
$33.3K - $36.4K
|
601
$268K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-86- 6.19% |
$33.3K - $36.4K
|
1.3K
$581K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-87- 0.75% |
$33.7K - $36.8K
|
11.5K
$5.12M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-87- 8.9% |
$33.7K - $36.8K
|
890
$397K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-89- 5.45% |
$34.4K - $37.7K
|
1.54K
$688K
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-91- 7.44% |
$35.2K - $38.5K
|
1.13K
$504K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-92- 1.5% |
$35.6K - $38.9K
|
6.06K
$2.7M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-92- 1.78% |
$35.6K - $38.9K
|
5.09K
$2.27M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-92- 3.34% |
$35.6K - $38.9K
|
2.66K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-94- 35.34% |
$36.4K - $39.8K
|
172
$76.6K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-94- 1.75% |
$36.4K - $39.8K
|
5.28K
$2.35M
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-94- 1.94% |
$36.4K - $39.8K
|
4.75K
$2.12M
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-94- 0.77% |
$36.4K - $39.8K
|
12.2K
$5.43M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-94- 2.27% |
$36.4K - $39.8K
|
4.04K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-95- 14.18% |
$36.7K - $40.2K
|
575
$256K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-96- 4.73% |
$37.1K - $40.6K
|
1.93K
$862K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 3.53% |
$37.1K - $40.6K
|
2.62K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
SELL
|
- |
-97- 1.18% |
$37.5K - $41K
|
8.14K
$3.63M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-97- 3.36% |
$37.5K - $41K
|
2.79K
$1.24M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-99- 6.59% |
$38.3K - $41.9K
|
1.4K
$625K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-99- 2.42% |
$38.3K - $41.9K
|
4K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 29.41% |
$38.7K - $42.3K
|
240
$107K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 35.09% |
$38.7K - $42.3K
|
185
$82.4K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 3.27% |
$38.7K - $42.3K
|
2.96K
$1.32M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 10.58% |
$38.7K - $42.3K
|
845
$376K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-101- 2.21% |
$39.1K - $42.7K
|
4.47K
$1.99M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-101- 3.52% |
$39.1K - $42.7K
|
2.77K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-105- 2.76% |
$40.6K - $44.4K
|
3.7K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-106- 0.4% |
$41K - $44.9K
|
26.7K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-108- 8.23% |
$41.8K - $45.7K
|
1.21K
$537K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-108- 4.32% |
$41.8K - $45.7K
|
2.39K
$1.07M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-110- 4.18% |
$42.5K - $46.5K
|
2.52K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-110- 1.42% |
$42.5K - $46.5K
|
7.63K
$3.4M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-115- 14.11% |
$44.5K - $48.7K
|
700
$312K
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-115- 0.86% |
$44.5K - $48.7K
|
13.2K
$5.89M
|