Purchases and Sales Made in Q3 2024 in Spdr Dow Jones Industrial Average ETF Trust (DIA)

DIA Quotes by TradingView

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 15, 2024 Q3 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
992
New
$384K - $420K
992 $441K
Nov 14, 2024 Q3 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
972
New
$376K - $411K
972 $432K
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 $2.06M
Nov 06, 2024 Q3 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
944
+ 28.09%
$365K - $399K
4.31K $1.91M
Nov 14, 2024 Q3 2024
Paradigm Capital Management, LLC

Reno, NV
BUY
 -
921
New
$356K - $390K
921 $409K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
898
New
$347K - $380K
898 $399K
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
849
+ 1.33%
$328K - $359K
64.7K $28.7M
Nov 13, 2024 Q3 2024
Mmbg Investment Advisors Co.

BUY
 -
826
New
$320K - $349K
826 $367K
Nov 07, 2024 Q3 2024
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
823
New
$318K - $348K
823 $366K
Oct 23, 2024 Q3 2024
North Crest Asset Manangement, LLC

BUY
 -
821
+ 45.69%
$318K - $347K
2.62K $1.16M
Oct 08, 2024 Q3 2024
Saxon Interests, Inc.

BUY
 -
817
+ 76.43%
$316K - $346K
1.89K $838K
Oct 11, 2024 Q3 2024
Gen Wealth Group, Inc.

BUY
 -
793
+ 1.75%
$307K - $336K
46.1K $20.5M
Oct 28, 2024 Q3 2024
Stephens Inc

BUY
 -
780
+ 1.26%
$302K - $330K
62.6K $27.8M
Nov 12, 2024 Q3 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
780
New
$302K - $330K
780 $346K
Nov 13, 2024 Q3 2024
Seven Mile Advisory

Ewing, NJ
BUY
 -
734
New
$284K - $311K
734 $326K
Oct 07, 2024 Q3 2024
Diversified Trust CO

BUY
 -
729
+ 85.36%
$282K - $308K
1.58K $703K
Nov 08, 2024 Q3 2024
Soundwatch Capital LLC

New York, NY
BUY
 -
724
+ 64.3%
$280K - $306K
1.85K $822K
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
720
New
$279K - $305K
720 $320K
Oct 21, 2024 Q3 2024
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
702
+ 5.62%
$272K - $297K
13.2K $5.86M
Oct 31, 2024 Q3 2024
D.B. Root & Company, LLC

BUY
 -
702
New
$272K - $297K
702 $312K
Oct 10, 2024 Q3 2024
Lion Street Advisors, LLC

BUY
 -
689
+ 55.61%
$267K - $292K
1.93K $856K
Oct 15, 2024 Q3 2024
Cfm Wealth Partners LLC

BUY
 -
687
New
$266K - $291K
687 $305K
Nov 14, 2024 Q3 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
686
+ 5.07%
$265K - $290K
14.2K $6.32M
Oct 24, 2024 Q3 2024
Smith, Salley & Associates

BUY
 -
659
New
$255K - $279K
659 $293K
Oct 10, 2024 Q3 2024
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
650
+ 59.8%
$251K - $275K
1.74K $771K
Oct 16, 2024 Q3 2024
Cornerstone Wealth Management, LLC

BUY
 -
649
+ 3.28%
$251K - $275K
20.4K $9.06M
Oct 22, 2024 Q3 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
645
New
$249K - $273K
645 $286K
Oct 31, 2024 Q3 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
642
+ 1.16%
$248K - $272K
56.1K $24.9M
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
638
New
$247K - $270K
638 $283K
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
637
+ 15.98%
$246K - $270K
4.62K $2.05M
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
614
+ 1.07%
$238K - $260K
58.2K $25.8M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
612
+ 413.51%
$237K - $259K
760 $338K
Nov 13, 2024 Q3 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
589
New
$228K - $249K
589 $262K
Nov 05, 2024 Q3 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
587
New
$227K - $248K
587 $261K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
580
+ 9.51%
$224K - $245K
6.68K $2.97M
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
573
New
$222K - $242K
573 $254K
Oct 16, 2024 Q3 2024
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
573
New
$222K - $242K
573 $254K
Nov 14, 2024 Q3 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
567
+ 21.29%
$219K - $240K
3.23K $1.43M
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
564
+ 62.32%
$218K - $239K
1.47K $652K
Nov 13, 2024 Q3 2024
Scotia Capital Inc.

BUY
 -
559
+ 11.73%
$216K - $237K
5.33K $2.37M
Nov 14, 2024 Q3 2024
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
559
+ 0.69%
$216K - $237K
81.8K $36.3M
Nov 05, 2024 Q3 2024
Main Street Financial Solutions, LLC

BUY
 -
552
+ 7.17%
$214K - $234K
8.25K $3.67M
Nov 05, 2024 Q3 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
548
New
$212K - $232K
548 $243K
Nov 01, 2024 Q3 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
544
+ 2.54%
$210K - $230K
21.9K $9.74M
Oct 21, 2024 Q3 2024
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
542
New
$210K - $229K
542 $241K
Oct 21, 2024 Q3 2024
Tull Financial Group, Inc.

Chesapeake, VA
BUY
 -
537
New
$208K - $227K
537 $238K
Nov 07, 2024 Q3 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
532
New
$206K - $225K
532 $236K
Nov 13, 2024 Q3 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
530
New
$205K - $224K
530 $235K
Oct 07, 2024 Q3 2024
Greenfield Savings Bank

BUY
 -
530
+ 9.77%
$205K - $224K
5.95K $2.64M

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