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 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
10New |
$3.87K - $4.23K
|
10
$4.63K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 3.29% |
$3.87K - $4.23K
|
314
$145K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 66.67% |
$3.87K - $4.23K
|
25
$11.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9+ 0.05% |
$3.48K - $3.81K
|
19.4K
$8.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.24% |
$3.09K - $3.38K
|
3.37K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8+ 14.04% |
$3.09K - $3.38K
|
65
$30.1K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$3.09K - $3.38K
|
2.08K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$3.09K - $3.38K
|
8
$3.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$3.09K - $3.38K
|
8
$3.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
7+ 0.21% |
$2.71K - $2.96K
|
3.37K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$2.71K - $2.96K
|
1.17K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.77% |
$2.32K - $2.54K
|
784
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.12% |
$2.32K - $2.54K
|
4.94K
$2.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6+ 0.34% |
$2.32K - $2.54K
|
1.79K
$826K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6+ 0.32% |
$2.32K - $2.54K
|
1.85K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.93K - $2.12K
|
1.99K
$920K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.31% |
$1.93K - $2.12K
|
1.61K
$746K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
5+ 0.62% |
$1.93K - $2.12K
|
810
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.21% |
$1.93K - $2.12K
|
2.43K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.19% |
$1.55K - $1.69K
|
2.13K
$985K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$1.55K - $1.69K
|
4
$1.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.66% |
$1.55K - $1.69K
|
609
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.09% |
$1.55K - $1.69K
|
4.27K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$1.16K - $1.27K
|
1.85K
$854K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
947
$438K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.39% |
$1.16K - $1.27K
|
765
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 300.0% |
$1.16K - $1.27K
|
4
$1.85K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.13% |
$1.16K - $1.27K
|
2.32K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3+ 0.26% |
$1.16K - $1.27K
|
1.17K
$543K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.39% |
$1.16K - $1.27K
|
770
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3+ 0.14% |
$1.16K - $1.27K
|
2.11K
$975K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3+ 0.3% |
$1.16K - $1.27K
|
998
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$1.16K - $1.27K
|
1.61K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
933
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.06% |
$774 - $846
|
3.46K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.35% |
$774 - $846
|
580
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.38% |
$774 - $846
|
532
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.01% |
$774 - $846
|
13.5K
$6.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.25% |
$774 - $846
|
800
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2+ 0.27% |
$774 - $846
|
756
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.35% |
$774 - $846
|
566
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.26% |
$774 - $846
|
763
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.54% |
$774 - $846
|
374
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$774 - $846
|
606
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.16% |
$774 - $846
|
1.29K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2+ 0.12% |
$774 - $846
|
1.69K
$782K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.33% |
$774 - $846
|
602
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.2% |
$387 - $423
|
506
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$387 - $423
|
3.43K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$387 - $423
|
395
$183K
|