Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 9.64% |
$5.55K - $6.58K
|
216
$91.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.14% |
$5.55K - $6.58K
|
13.4K
$5.64M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
18+ 2.13% |
$5.26K - $6.23K
|
865
$365K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 10.17% |
$5.26K - $6.23K
|
195
$82.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
18+ 1.94% |
$5.26K - $6.23K
|
947
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17+ 1.58% |
$4.96K - $5.88K
|
1.09K
$461K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 1.95% |
$4.38K - $5.19K
|
784
$331K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
15+ 1.84% |
$4.38K - $5.19K
|
831
$350K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15New |
$4.38K - $5.19K
|
15
$6.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15+ 0.65% |
$4.38K - $5.19K
|
2.32K
$980K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
14New |
$4.09K - $4.84K
|
14
$5.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.55% |
$3.8K - $4.5K
|
2.39K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
13+ 0.84% |
$3.8K - $4.5K
|
1.56K
$656K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.17% |
$3.5K - $4.15K
|
7.01K
$2.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 1.34% |
$3.5K - $4.15K
|
907
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11+ 1.57% |
$3.21K - $3.81K
|
713
$301K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
10+ 0.47% |
$2.92K - $3.46K
|
2.12K
$895K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 7.41% |
$2.92K - $3.46K
|
145
$61.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7+ 0.96% |
$2.04K - $2.42K
|
735
$310K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.47% |
$2.04K - $2.42K
|
1.49K
$630K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$2.04K - $2.42K
|
13.7K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.21% |
$1.75K - $2.08K
|
2.85K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
6+ 0.05% |
$1.75K - $2.08K
|
11.7K
$4.93M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6+ 0.13% |
$1.75K - $2.08K
|
4.7K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5+ 0.5% |
$1.46K - $1.73K
|
1.02K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.61% |
$1.46K - $1.73K
|
829
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.22% |
$1.46K - $1.73K
|
2.27K
$956K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5+ 0.98% |
$1.46K - $1.73K
|
515
$217K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.21% |
$1.46K - $1.73K
|
2.35K
$989K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5+ 8.2% |
$1.46K - $1.73K
|
66
$27.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$1.17K - $1.38K
|
2.77K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4+ 0.12% |
$1.17K - $1.38K
|
3.48K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.35% |
$1.17K - $1.38K
|
1.14K
$482K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.44% |
$1.17K - $1.38K
|
904
$381K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.94% |
$876 - $1.04K
|
323
$136K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.17% |
$876 - $1.04K
|
1.72K
$727K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$876 - $1.04K
|
3
$1.27K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
3New |
$876 - $1.04K
|
3
$1.27K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.54% |
$584 - $692
|
374
$158K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.27% |
$584 - $692
|
732
$309K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.56% |
$584 - $692
|
362
$153K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$584 - $692
|
876
$369K
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.12% |
$584 - $692
|
1.62K
$684K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.53% |
$584 - $692
|
382
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.24% |
$584 - $692
|
849
$358K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$584 - $692
|
1.47K
$621K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.06% |
$292 - $346
|
1.66K
$701K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.31% |
$292 - $346
|
323
$136K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$292 - $346
|
1.87K
$787K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.14% |
$292 - $346
|
694
$293K
|