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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-58- 9.34% |
$18.8K - $21.9K
|
563
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-59- 5.46% |
$19.1K - $22.2K
|
1.02K
$444K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-60- 3.33% |
$19.5K - $22.6K
|
1.74K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-60- 8.2% |
$19.5K - $22.6K
|
672
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-62- 7.93% |
$20.1K - $23.4K
|
720
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-64- 1.23% |
$20.7K - $24.1K
|
5.14K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-64- 1.0% |
$20.7K - $24.1K
|
6.37K
$2.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-65- 4.42% |
$21.1K - $24.5K
|
1.41K
$611K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-66- 1.98% |
$21.4K - $24.9K
|
3.26K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-67- 7.92% |
$21.7K - $25.3K
|
779
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-69- 6.9% |
$22.4K - $26K
|
931
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-70- 3.91% |
$22.7K - $26.4K
|
1.72K
$749K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-70- 5.52% |
$22.7K - $26.4K
|
1.2K
$521K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 2.17% |
$23.3K - $27.1K
|
3.25K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-73- 2.54% |
$23.7K - $27.5K
|
2.8K
$1.22M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-73- 4.36% |
$23.7K - $27.5K
|
1.6K
$696K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-74- 8.14% |
$24K - $27.9K
|
835
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-75- 3.36% |
$24.3K - $28.3K
|
2.16K
$939K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-76- 3.3% |
$24.6K - $28.7K
|
2.23K
$969K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 3.52% |
$25K - $29K
|
2.11K
$918K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-78- 9.25% |
$25.3K - $29.4K
|
765
$333K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-78- 1.84% |
$25.3K - $29.4K
|
4.16K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-79- 1.73% |
$25.6K - $29.8K
|
4.48K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-79- 11.7% |
$25.6K - $29.8K
|
596
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-81- 2.13% |
$26.3K - $30.5K
|
3.73K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 18.72% |
$26.6K - $30.9K
|
356
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-85- 4.3% |
$27.6K - $32K
|
1.89K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-89- 0.47% |
$28.9K - $33.6K
|
18.9K
$8.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-90- 3.55% |
$29.2K - $33.9K
|
2.44K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-92- 0.75% |
$29.8K - $34.7K
|
12.2K
$5.3M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-94- 6.73% |
$30.5K - $35.4K
|
1.3K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-95- 0.58% |
$30.8K - $35.8K
|
16.4K
$7.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-95- 0.24% |
$30.8K - $35.8K
|
40K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-95- 38.15% |
$30.8K - $35.8K
|
154
$66.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-97- 1.93% |
$31.4K - $36.6K
|
4.93K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-97- 5.52% |
$31.4K - $36.6K
|
1.66K
$722K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-97- 4.22% |
$31.4K - $36.6K
|
2.2K
$957K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-99- 9.78% |
$32.1K - $37.3K
|
913
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.44% |
$32.4K - $37.7K
|
22.8K
$9.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-101- 5.21% |
$32.7K - $38.1K
|
1.84K
$799K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-102- 3.38% |
$33.1K - $38.5K
|
2.92K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-103- 2.38% |
$33.4K - $38.8K
|
4.22K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-103- 0.23% |
$33.4K - $38.8K
|
45K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-104- 11.91% |
$33.7K - $39.2K
|
769
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-104- 4.06% |
$33.7K - $39.2K
|
2.46K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-104- 6.04% |
$33.7K - $39.2K
|
1.62K
$704K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-105- 0.84% |
$34K - $39.6K
|
12.5K
$5.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-106- 13.77% |
$34.4K - $40K
|
664
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-106- 2.15% |
$34.4K - $40K
|
4.81K
$2.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-107- 4.71% |
$34.7K - $40.3K
|
2.16K
$940K
|