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 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2+ 0.25% |
$835 - $902
|
812
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.06% |
$835 - $902
|
3.12K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.38% |
$835 - $902
|
535
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2+ 0.34% |
$835 - $902
|
591
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.33% |
$835 - $902
|
604
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2+ 0.37% |
$835 - $902
|
539
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$835 - $902
|
84.6K
$39.1M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2New |
$835 - $902
|
2
$925
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.05% |
$835 - $902
|
4K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
2+ 0.17% |
$835 - $902
|
1.18K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.52% |
$835 - $902
|
388
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.04% |
$835 - $902
|
4.57K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.26% |
$835 - $902
|
765
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
2+ 0.02% |
$835 - $902
|
11.1K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$835 - $902
|
1.54K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.07% |
$835 - $902
|
2.75K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$835 - $902
|
2.1K
$972K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.22% |
$835 - $902
|
892
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.35% |
$835 - $902
|
572
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2+ 200.0% |
$835 - $902
|
3
$1.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.33% |
$835 - $902
|
608
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.21% |
$835 - $902
|
950
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1+ 0.07% |
$418 - $451
|
1.5K
$693K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.18% |
$418 - $451
|
567
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.05% |
$418 - $451
|
1.95K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.19% |
$418 - $451
|
519
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$418 - $451
|
273
$126K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$418 - $451
|
4.28K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.12% |
$418 - $451
|
865
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.04% |
$418 - $451
|
2.54K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.02% |
$418 - $451
|
5.25K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.08% |
$418 - $451
|
1.21K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.2% |
$418 - $451
|
495
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.09% |
$418 - $451
|
1.08K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.08% |
$418 - $451
|
1.27K
$588K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$418 - $451
|
396
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$418 - $451
|
3.43K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.1% |
$418 - $451
|
999
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.06% |
$418 - $451
|
1.61K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1+ 0.13% |
$418 - $451
|
801
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.15% |
$418 - $451
|
658
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.04% |
$418 - $451
|
2.62K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$418 - $451
|
2.72K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1- 0.01% |
$418 - $451
|
19.1K
$8.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.06% |
$418 - $451
|
1.66K
$770K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- 0.12% |
$418 - $451
|
849
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1- 0.01% |
$418 - $451
|
13.5K
$6.23M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 0.02% |
$835 - $902
|
13.1K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2- 0.16% |
$835 - $902
|
1.28K
$591K
|