Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.37% |
$2.51K - $2.71K
|
1.62K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.51K - $2.71K
|
3.24K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 4.29% |
$2.51K - $2.71K
|
146
$61.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.79% |
$2.09K - $2.25K
|
637
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5+ 0.45% |
$2.09K - $2.25K
|
1.11K
$466K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5+ 41.67% |
$2.09K - $2.25K
|
17
$7.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5+ 0.67% |
$2.09K - $2.25K
|
750
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.54% |
$2.09K - $2.25K
|
932
$393K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5New |
$2.09K - $2.25K
|
5
$2.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.21% |
$2.09K - $2.25K
|
2.43K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
5+ 0.5% |
$2.09K - $2.25K
|
1K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4+ 0.26% |
$1.67K - $1.8K
|
1.52K
$641K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.09% |
$1.67K - $1.8K
|
4.27K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.8% |
$1.67K - $1.8K
|
503
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 2.34% |
$1.67K - $1.8K
|
175
$73.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
4+ 0.36% |
$1.67K - $1.8K
|
1.11K
$468K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4New |
$1.67K - $1.8K
|
4
$1.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.67K - $1.8K
|
1.18K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.42% |
$1.67K - $1.8K
|
951
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 80.0% |
$1.67K - $1.8K
|
9
$3.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.43% |
$1.67K - $1.8K
|
937
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.08% |
$1.25K - $1.35K
|
3.98K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.18% |
$1.25K - $1.35K
|
1.71K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.39% |
$1.25K - $1.35K
|
768
$324K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$1.25K - $1.35K
|
6.1K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3+ 0.13% |
$1.25K - $1.35K
|
2.27K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.39% |
$1.25K - $1.35K
|
773
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3+ 0.3% |
$1.25K - $1.35K
|
995
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$1.25K - $1.35K
|
11.5K
$4.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.31% |
$1.25K - $1.35K
|
985
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.48% |
$1.25K - $1.35K
|
622
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3New |
$1.25K - $1.35K
|
3
$1.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.52% |
$1.25K - $1.35K
|
583
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.22% |
$1.25K - $1.35K
|
1.38K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3+ 0.13% |
$1.25K - $1.35K
|
2.31K
$974K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.12% |
$1.25K - $1.35K
|
2.55K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.56% |
$1.25K - $1.35K
|
540
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.03% |
$1.25K - $1.35K
|
11.4K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.28% |
$1.25K - $1.35K
|
1.07K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.12% |
$835 - $902
|
1.74K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.52% |
$835 - $902
|
388
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.06% |
$835 - $902
|
3.12K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.22% |
$835 - $902
|
892
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.33% |
$835 - $902
|
604
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$835 - $902
|
608
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.37% |
$835 - $902
|
539
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$835 - $902
|
1.54K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.38% |
$835 - $902
|
535
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.07% |
$835 - $902
|
2.75K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
2+ 0.17% |
$835 - $902
|
1.18K
$497K
|