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 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-911- 10.98% |
$352K - $385K
|
7.39K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-927- 4.14% |
$359K - $392K
|
21.5K
$9.53M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-951- 5.21% |
$368K - $402K
|
17.3K
$7.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-965- 13.15% |
$373K - $408K
|
6.38K
$2.83M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-998- 7.71% |
$386K - $422K
|
11.9K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1K- 18.05% |
$387K - $423K
|
4.54K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1K- 22.7% |
$387K - $423K
|
3.41K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.01K- 0.65% |
$390K - $426K
|
154K
$68.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.1K- 50.0% |
$424K - $463K
|
1.1K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.11K- 11.09% |
$431K - $471K
|
8.92K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.12K- 11.08% |
$432K - $473K
|
8.97K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 18.23% |
$436K - $477K
|
5.06K
$2.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.15K- 17.27% |
$443K - $484K
|
5.49K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 35.53% |
$449K - $491K
|
2.11K
$935K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.25K- 49.47% |
$484K - $529K
|
1.28K
$567K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.29K- 4.87% |
$500K - $547K
|
25.3K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.32K- 41.65% |
$511K - $559K
|
1.85K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.39K- 1.39% |
$538K - $589K
|
98.7K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-1.42K- 63.62% |
$550K - $602K
|
813
$361K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 0.68% |
$572K - $625K
|
217K
$96.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.49K- 18.57% |
$578K - $632K
|
6.55K
$2.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 53.55% |
$584K - $638K
|
1.31K
$581K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.54K- 15.17% |
$597K - $653K
|
8.63K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.58K- 50.37% |
$610K - $667K
|
1.55K
$690K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.58K- 16.42% |
$612K - $669K
|
8.06K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 24.3% |
$634K - $693K
|
5.11K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.72K- 14.96% |
$664K - $726K
|
9.76K
$4.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.79K- 30.2% |
$692K - $757K
|
4.13K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.87K- 2.17% |
$722K - $790K
|
84.2K
$37.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.93K- 20.31% |
$745K - $815K
|
7.56K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.98K- 31.13% |
$766K - $838K
|
4.38K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2K- 47.14% |
$774K - $847K
|
2.25K
$997K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.01K- 64.47% |
$776K - $848K
|
1.11K
$491K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05K- 43.98% |
$791K - $865K
|
2.61K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.09K- 3.99% |
$810K - $886K
|
50.4K
$22.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.1K- 5.72% |
$811K - $887K
|
34.5K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 11.15% |
$844K - $923K
|
17.4K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.25K- 30.03% |
$872K - $954K
|
5.25K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.36K- 9.01% |
$914K - $1M
|
23.9K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.38K- 5.88% |
$922K - $1.01M
|
38.2K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.4K- 1.46% |
$930K - $1.02M
|
162K
$72.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.51K- 7.8% |
$972K - $1.06M
|
29.7K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.65K- 92.1% |
$1.02M - $1.12M
|
227
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 4.16% |
$1.08M - $1.18M
|
64.2K
$28.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.83K- 43.15% |
$1.1M - $1.2M
|
3.73K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.96K- 8.26% |
$1.14M - $1.25M
|
32.8K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.01K- 40.61% |
$1.16M - $1.27M
|
4.4K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.05K- 1.59% |
$1.18M - $1.29M
|
189K
$84.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.11K- 11.79% |
$1.2M - $1.32M
|
23.3K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.18K- 71.89% |
$1.23M - $1.35M
|
1.24K
$552K
|