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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
199+ 10.1% |
$83.1K - $89.7K
|
2.17K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
190New |
$79.4K - $85.7K
|
190
$80.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
189+ 27.0% |
$78.9K - $85.2K
|
889
$375K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
187+ 19.6% |
$78.1K - $84.3K
|
1.14K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
185+ 25.14% |
$77.3K - $83.4K
|
921
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
184+ 0.62% |
$76.9K - $83K
|
29.8K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
179+ 11.16% |
$74.8K - $80.7K
|
1.78K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
177+ 2.89% |
$73.9K - $79.8K
|
6.3K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
175New |
$73.1K - $78.9K
|
175
$73.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
175+ 23.94% |
$73.1K - $78.9K
|
906
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
167New |
$69.8K - $75.3K
|
167
$70.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
166+ 1.47% |
$69.3K - $74.9K
|
11.4K
$4.82M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
164+ 6.26% |
$68.5K - $74K
|
2.78K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
163+ 0.39% |
$68.1K - $73.5K
|
42.5K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163New |
$68.1K - $73.5K
|
163
$68.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
162+ 10.63% |
$67.7K - $73.1K
|
1.69K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
156New |
$65.2K - $70.3K
|
156
$65.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
151+ 6.95% |
$63.1K - $68.1K
|
2.32K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
150+ 2.55% |
$62.7K - $67.6K
|
6.04K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
150+ 7.24% |
$62.7K - $67.6K
|
2.22K
$937K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
149+ 1.03% |
$62.2K - $67.2K
|
14.6K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
144+ 0.87% |
$60.1K - $64.9K
|
16.7K
$7.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
138New |
$57.6K - $62.2K
|
138
$58.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
136+ 1.76% |
$56.8K - $61.3K
|
7.86K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
136+ 1.94% |
$56.8K - $61.3K
|
7.14K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
136+ 33.5% |
$56.8K - $61.3K
|
542
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
132+ 28.76% |
$55.1K - $59.5K
|
591
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
125New |
$52.2K - $56.4K
|
125
$52.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
124+ 19.38% |
$51.8K - $55.9K
|
764
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
122+ 1.66% |
$51K - $55K
|
7.47K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
121+ 25.0% |
$50.5K - $54.6K
|
605
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
119New |
$49.7K - $53.7K
|
119
$50.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
118New |
$49.3K - $53.2K
|
118
$49.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
118+ 4.99% |
$49.3K - $53.2K
|
2.48K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
116+ 0.78% |
$48.5K - $52.3K
|
15K
$6.33M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
112+ 1120.0% |
$46.8K - $50.5K
|
122
$51.5K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
108+ 432.0% |
$45.1K - $48.7K
|
133
$56.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
108+ 1.58% |
$45.1K - $48.7K
|
6.96K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
106+ 5.36% |
$44.3K - $47.8K
|
2.08K
$879K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
100+ 27.55% |
$41.8K - $45.1K
|
463
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
100+ 18.94% |
$41.8K - $45.1K
|
628
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
100New |
$41.8K - $45.1K
|
100
$42.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
98+ 3.28% |
$40.9K - $44.2K
|
3.09K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
93+ 7.19% |
$38.8K - $41.9K
|
1.39K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
92+ 0.45% |
$38.4K - $41.5K
|
20.4K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
91+ 2.07% |
$38K - $41K
|
4.48K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
90+ 3.59% |
$37.6K - $40.6K
|
2.6K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
89+ 6.26% |
$37.2K - $40.1K
|
1.51K
$637K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
87+ 0.73% |
$36.3K - $39.2K
|
12K
$5.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
87+ 8.17% |
$36.3K - $39.2K
|
1.15K
$486K
|