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 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.62K+ 62.64% |
$525K - $610K
|
4.2K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.61K+ 1.99% |
$522K - $607K
|
82.7K
$35M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.57KNew |
$509K - $592K
|
1.57K
$665K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56K+ 224.1% |
$506K - $589K
|
2.26K
$957K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.53K+ 52.89% |
$496K - $577K
|
4.42K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.52KNew |
$494K - $575K
|
1.52K
$646K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.52K+ 31.51% |
$492K - $572K
|
6.33K
$2.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.42K+ 0.81% |
$460K - $535K
|
177K
$75.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.4K+ 14.23% |
$454K - $528K
|
11.2K
$4.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.39K+ 118.5% |
$451K - $524K
|
2.56K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.39KNew |
$449K - $523K
|
1.39K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.36K+ 8.05% |
$440K - $512K
|
18.2K
$7.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 82.54% |
$437K - $508K
|
2.98K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
1.35KNew |
$436K - $507K
|
1.35K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33KNew |
$432K - $503K
|
1.33K
$565K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.33K+ 6.17% |
$431K - $501K
|
22.9K
$9.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 60.42% |
$424K - $493K
|
3.47K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.3K+ 11.25% |
$422K - $491K
|
12.9K
$5.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.29K+ 107.76% |
$419K - $487K
|
2.49K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 29.52% |
$417K - $485K
|
5.64K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.28KNew |
$413K - $481K
|
1.28K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.24K+ 2.84% |
$402K - $468K
|
44.9K
$19M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.24KNew |
$401K - $466K
|
1.24K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.24KNew |
$400K - $466K
|
1.24K
$523K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.21KNew |
$393K - $457K
|
1.21K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.21K+ 333.98% |
$392K - $456K
|
1.57K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.21K+ 12.51% |
$391K - $455K
|
10.8K
$4.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.19K+ 22.65% |
$387K - $450K
|
6.47K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.19KNew |
$386K - $449K
|
1.19K
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.18K+ 2.34% |
$383K - $446K
|
51.7K
$21.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.18K+ 128.98% |
$381K - $443K
|
2.09K
$884K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 47.32% |
$374K - $435K
|
3.6K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.15KNew |
$373K - $434K
|
1.15K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 1.91% |
$370K - $430K
|
60.9K
$25.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.14KNew |
$368K - $428K
|
1.14K
$481K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.11KNew |
$360K - $419K
|
1.11K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.11K+ 110.12% |
$360K - $419K
|
2.12K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$351K - $408K
|
1.08K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.04K+ 51.97% |
$337K - $392K
|
3.04K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.04K+ 59.39% |
$337K - $392K
|
2.79K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.03KNew |
$334K - $388K
|
1.03K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.01KNew |
$328K - $382K
|
1.01K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.01K+ 19.69% |
$328K - $382K
|
6.15K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.01K+ 404.0% |
$327K - $381K
|
1.26K
$534K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1KNew |
$324K - $377K
|
1K
$424K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
942New |
$305K - $355K
|
942
$399K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
927New |
$301K - $350K
|
927
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
920New |
$298K - $347K
|
920
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
902+ 31.65% |
$292K - $340K
|
3.75K
$1.59M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
900+ 27.69% |
$292K - $339K
|
4.15K
$1.76M
|