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 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.24% |
$3.09K - $3.38K
|
3.37K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$3.09K - $3.38K
|
8
$3.37K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 14.04% |
$3.09K - $3.38K
|
65
$27.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$3.09K - $3.38K
|
8
$3.37K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$3.09K - $3.38K
|
2.08K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
7+ 0.21% |
$2.71K - $2.96K
|
3.37K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$2.71K - $2.96K
|
1.17K
$494K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.12% |
$2.32K - $2.54K
|
4.94K
$2.08M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.34% |
$2.32K - $2.54K
|
1.79K
$753K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6+ 0.32% |
$2.32K - $2.54K
|
1.85K
$781K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.77% |
$2.32K - $2.54K
|
784
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.93K - $2.12K
|
1.99K
$838K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
5+ 0.62% |
$1.93K - $2.12K
|
810
$341K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.31% |
$1.93K - $2.12K
|
1.61K
$679K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.21% |
$1.93K - $2.12K
|
2.43K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$1.55K - $1.69K
|
4
$1.69K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.19% |
$1.55K - $1.69K
|
2.13K
$897K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.66% |
$1.55K - $1.69K
|
609
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.09% |
$1.55K - $1.69K
|
4.27K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.39% |
$1.16K - $1.27K
|
765
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
947
$399K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
933
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$1.16K - $1.27K
|
1.61K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 300.0% |
$1.16K - $1.27K
|
4
$1.69K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3+ 0.3% |
$1.16K - $1.27K
|
998
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$1.16K - $1.27K
|
1.85K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.26% |
$1.16K - $1.27K
|
1.17K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3+ 0.14% |
$1.16K - $1.27K
|
2.11K
$888K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.39% |
$1.16K - $1.27K
|
770
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.13% |
$1.16K - $1.27K
|
2.32K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.25% |
$774 - $846
|
800
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.01% |
$774 - $846
|
13.5K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$774 - $846
|
606
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.16% |
$774 - $846
|
1.29K
$542K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.54% |
$774 - $846
|
374
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.38% |
$774 - $846
|
532
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.35% |
$774 - $846
|
580
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2+ 0.27% |
$774 - $846
|
756
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2+ 0.12% |
$774 - $846
|
1.69K
$712K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.06% |
$774 - $846
|
3.46K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.33% |
$774 - $846
|
602
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.35% |
$774 - $846
|
566
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.26% |
$774 - $846
|
763
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.24% |
$387 - $423
|
413
$174K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.11% |
$387 - $423
|
948
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$387 - $423
|
1.06K
$448K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.2% |
$387 - $423
|
506
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$387 - $423
|
3.12K
$1.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.12% |
$387 - $423
|
850
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$387 - $423
|
272
$115K
|