Latest Institutional Transactions on Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Industrial Average ETF Trust (DIA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6+ 0.32% |
$2.51K - $2.71K
|
1.86K
$828K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.75K- 2.96% |
$1.98M - $2.14M
|
156K
$69.5M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
318+ 1.52% |
$133K - $143K
|
21.3K
$9.47M
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-45- 1.72% |
$18.8K - $20.3K
|
2.57K
$1.14M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
184+ 0.62% |
$76.9K - $83K
|
29.8K
$13.3M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.16K+ 2.06% |
$1.32M - $1.42M
|
157K
$69.9M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14.9K+ 67.98% |
$6.23M - $6.72M
|
36.8K
$16.4M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.18% |
$1.25K - $1.35K
|
1.71K
$761K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.62K+ 12.31% |
$678K - $732K
|
14.8K
$6.6M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 17.24% |
$924K - $997K
|
15K
$6.7M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.7K+ 60.02% |
$8.23M - $8.88M
|
52.5K
$23.4M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
207+ 6.94% |
$86.5K - $93.3K
|
3.19K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
499+ 17.27% |
$208K - $225K
|
3.39K
$1.51M
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4+ 0.26% |
$1.67K - $1.8K
|
1.52K
$677K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2New |
$835 - $902
|
2
$891
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
100+ 27.55% |
$41.8K - $45.1K
|
463
$206K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
52+ 9.52% |
$21.7K - $23.4K
|
598
$266K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
163New |
$68.1K - $73.5K
|
163
$72.6K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
743New |
$310K - $335K
|
743
$331K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 27.5% |
$581K - $627K
|
3.67K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.2K- 80.0% |
$501K - $541K
|
300
$134K
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.6KNew |
$4.84M - $5.23M
|
11.6K
$5.17M
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-36- 1.05% |
$15K - $16.2K
|
3.39K
$1.51M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
5.82K+ 3.57% |
$2.43M - $2.62M
|
169K
$75.2M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
90+ 3.59% |
$37.6K - $40.6K
|
2.6K
$1.16M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.38% |
$835 - $902
|
535
$238K
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
204+ 0.31% |
$85.2K - $92K
|
66.7K
$29.7M
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
782+ 25.2% |
$327K - $353K
|
3.89K
$1.73M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
332+ 60.58% |
$139K - $150K
|
880
$392K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
136+ 33.5% |
$56.8K - $61.3K
|
542
$241K
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
916+ 70.03% |
$383K - $413K
|
2.22K
$991K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-171- 9.5% |
$71.4K - $77.1K
|
1.63K
$726K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.6K- 5.46% |
$1.92M - $2.07M
|
79.6K
$35.5M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2- 0.29% |
$835 - $902
|
683
$304K
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-96- 1.3% |
$40.1K - $43.3K
|
7.29K
$3.25M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
92+ 0.45% |
$38.4K - $41.5K
|
20.4K
$9.07M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3+ 0.3% |
$1.25K - $1.35K
|
995
$443K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-587- 2.96% |
$245K - $265K
|
19.2K
$8.57M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-250K- 99.75% |
$104M - $113M
|
631
$281K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
269+ 23.78% |
$112K - $121K
|
1.4K
$624K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.25% |
$3.76K - $4.06K
|
3.65K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
366+ 29.05% |
$153K - $165K
|
1.63K
$724K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.25% |
$10.4K - $11.3K
|
1.98K
$882K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
42+ 1.29% |
$17.5K - $18.9K
|
3.3K
$1.47M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.58K+ 17.37% |
$1.91M - $2.06M
|
30.9K
$13.8M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.55% |
$35.1K - $37.9K
|
15.3K
$6.8M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
150+ 7.24% |
$62.7K - $67.6K
|
2.22K
$989K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.65KNew |
$2.36M - $2.55M
|
5.65K
$2.51M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-372- 7.09% |
$155K - $168K
|
4.88K
$2.17M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
163+ 0.39% |
$68.1K - $73.5K
|
42.5K
$18.9M
|