Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 51.72% |
$4.86K - $5.66K
|
44
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 1.85% |
$4.86K - $5.66K
|
827
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12+ 1.99% |
$3.89K - $4.52K
|
614
$284K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
12New |
$3.89K - $4.52K
|
12
$5.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
11+ 1.05% |
$3.57K - $4.15K
|
1.06K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.57K - $4.15K
|
11
$5.09K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
11+ 0.72% |
$3.57K - $4.15K
|
1.53K
$709K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$3.24K - $3.77K
|
10
$4.63K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.66% |
$3.24K - $3.77K
|
1.51K
$701K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
10+ 0.9% |
$3.24K - $3.77K
|
1.13K
$521K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.24K - $3.77K
|
3.96K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.29% |
$2.92K - $3.39K
|
3.13K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.46% |
$2.92K - $3.39K
|
1.97K
$910K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8+ 0.53% |
$2.59K - $3.02K
|
1.51K
$697K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8+ 1.06% |
$2.59K - $3.02K
|
766
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 0.12% |
$2.27K - $2.64K
|
5.62K
$2.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.44% |
$2.27K - $2.64K
|
1.6K
$738K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.27% |
$1.95K - $2.26K
|
2.19K
$1.01M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6New |
$1.95K - $2.26K
|
6
$2.78K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.95K - $2.26K
|
6
$2.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.95K - $2.26K
|
1.1K
$509K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.21% |
$1.62K - $1.89K
|
2.39K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.43% |
$1.62K - $1.89K
|
1.16K
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.55% |
$1.62K - $1.89K
|
922
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.2% |
$1.62K - $1.89K
|
2.5K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.62K - $1.89K
|
2.05K
$950K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4+ 0.16% |
$1.3K - $1.51K
|
2.45K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.41% |
$1.3K - $1.51K
|
983
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4+ 0.3% |
$1.3K - $1.51K
|
1.34K
$620K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.3K - $1.51K
|
837
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.64% |
$1.3K - $1.51K
|
626
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.01% |
$1.3K - $1.51K
|
30.2K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$973 - $1.13K
|
3
$1.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$973 - $1.13K
|
6.09K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.49% |
$973 - $1.13K
|
620
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
3+ 0.25% |
$973 - $1.13K
|
1.2K
$553K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
3+ 0.48% |
$973 - $1.13K
|
632
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
3+ 0.23% |
$973 - $1.13K
|
1.28K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.0% |
$973 - $1.13K
|
61.6K
$28.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.26% |
$973 - $1.13K
|
1.17K
$539K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
2New |
$648 - $754
|
2
$925
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.52% |
$648 - $754
|
385
$178K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.52% |
$648 - $754
|
390
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.12% |
$648 - $754
|
1.63K
$754K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.05% |
$648 - $754
|
3.64K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2+ 0.21% |
$648 - $754
|
933
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.17% |
$648 - $754
|
1.17K
$542K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
2+ 0.16% |
$648 - $754
|
1.28K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.27% |
$648 - $754
|
738
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$648 - $754
|
1.27K
$589K
|