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 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-183- 3.44% |
$76.4K - $82.5K
|
5.14K
$2.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-185- 14.13% |
$77.3K - $83.4K
|
1.12K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-187- 1.65% |
$78.1K - $84.3K
|
11.1K
$4.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-188- 6.69% |
$78.5K - $84.8K
|
2.62K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-196- 1.01% |
$81.9K - $88.4K
|
19.2K
$7.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-198- 8.25% |
$82.7K - $89.3K
|
2.2K
$916K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-200- 0.71% |
$83.5K - $90.2K
|
28.1K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-203- 9.96% |
$84.8K - $91.5K
|
1.84K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-203- 4.27% |
$84.8K - $91.5K
|
4.55K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-210- 11.75% |
$87.7K - $94.7K
|
1.58K
$655K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-213- 9.06% |
$89K - $96.1K
|
2.14K
$888K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-215- 17.16% |
$89.8K - $97K
|
1.04K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-222- 7.05% |
$92.7K - $100K
|
2.93K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-224- 26.99% |
$93.6K - $101K
|
606
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-230- 38.08% |
$96.1K - $104K
|
374
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-238- 2.76% |
$99.4K - $107K
|
8.39K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-240- 7.59% |
$100K - $108K
|
2.92K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-251- 11.92% |
$105K - $113K
|
1.85K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-254- 32.27% |
$106K - $115K
|
533
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-278- 2.92% |
$116K - $125K
|
9.25K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-284- 2.29% |
$119K - $128K
|
12.1K
$5.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-290- 12.25% |
$121K - $131K
|
2.08K
$864K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-293- 4.7% |
$122K - $132K
|
5.95K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-296- 28.46% |
$124K - $133K
|
744
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-299- 23.47% |
$125K - $135K
|
975
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-300- 37.27% |
$125K - $135K
|
505
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 0.98% |
$125K - $135K
|
30.2K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-301- 3.57% |
$126K - $136K
|
8.13K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-325- 29.98% |
$136K - $147K
|
759
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-325- 3.72% |
$136K - $147K
|
8.41K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-327- 1.36% |
$137K - $147K
|
23.7K
$9.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-335- 8.52% |
$140K - $151K
|
3.6K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-358- 10.44% |
$150K - $161K
|
3.07K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-360- 6.46% |
$150K - $162K
|
5.21K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-360- 32.58% |
$150K - $162K
|
745
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-362- 2.25% |
$151K - $163K
|
15.7K
$6.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-369- 3.96% |
$154K - $166K
|
8.95K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-372- 7.09% |
$155K - $168K
|
4.88K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-380- 3.27% |
$159K - $171K
|
11.2K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-395- 39.66% |
$165K - $178K
|
601
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-404- 9.73% |
$169K - $182K
|
3.75K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-418- 45.83% |
$175K - $188K
|
494
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-429- 16.47% |
$179K - $193K
|
2.18K
$904K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-444- 1.87% |
$185K - $200K
|
23.3K
$9.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-447- 0.95% |
$187K - $202K
|
46.8K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-450- 40.87% |
$188K - $203K
|
651
$271K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-453- 28.62% |
$189K - $204K
|
1.13K
$470K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-465- 5.21% |
$194K - $210K
|
8.45K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-477- 15.46% |
$199K - $215K
|
2.61K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-498- 15.77% |
$208K - $225K
|
2.66K
$1.11M
|