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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-432- 0.8% |
$163K - $190K
|
53.5K
$23.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
600+ 3.65% |
$226K - $264K
|
17K
$7.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 2.82% |
$32K - $37.5K
|
2.92K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1+ 0.21% |
$376 - $441
|
482
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26+ 0.69% |
$9.79K - $11.5K
|
3.8K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-623- 18.96% |
$235K - $275K
|
2.66K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
16+ 1.66% |
$6.02K - $7.05K
|
978
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-854- 54.15% |
$322K - $376K
|
723
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-2.73K- 15.53% |
$1.03M - $1.2M
|
14.9K
$6.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-90- 0.54% |
$33.9K - $39.7K
|
16.5K
$7.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
227+ 1.53% |
$85.5K - $100K
|
15.1K
$6.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9+ 0.66% |
$3.39K - $3.97K
|
1.38K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-1.4K- 10.41% |
$527K - $617K
|
12.1K
$5.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-569- 14.51% |
$214K - $251K
|
3.35K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.48K- 12.71% |
$557K - $652K
|
10.2K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
387+ 21.9% |
$146K - $171K
|
2.15K
$958K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-31- 3.92% |
$11.7K - $13.7K
|
759
$338K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-60.3K- 85.34% |
$22.7M - $26.6M
|
10.4K
$4.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-59- 5.21% |
$22.2K - $26K
|
1.07K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-24.3K- 49.54% |
$9.13M - $10.7M
|
24.7K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25- 1.03% |
$9.41K - $11K
|
2.41K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
730+ 24.95% |
$275K - $322K
|
3.66K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-166- 5.87% |
$62.5K - $73.1K
|
2.66K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.2K- 96.43% |
$7.25M - $8.48M
|
713
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
914+ 24.14% |
$344K - $403K
|
4.7K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-4.28K- 25.56% |
$1.61M - $1.88M
|
12.4K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-29- 0.27% |
$10.9K - $12.8K
|
10.8K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
156+ 1.88% |
$58.7K - $68.7K
|
8.46K
$3.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
792+ 20.37% |
$298K - $349K
|
4.68K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
46+ 0.96% |
$17.3K - $20.3K
|
4.84K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.19% |
$3.76K - $4.41K
|
5.17K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1+ 0.04% |
$376 - $441
|
2.26K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
18+ 1.75% |
$6.78K - $7.93K
|
1.05K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.8K+ 146.82% |
$6.32M - $7.4M
|
28.2K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 31.53% |
$442K - $517K
|
4.9K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-35- 2.06% |
$13.2K - $15.4K
|
1.67K
$742K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
191+ 14.67% |
$71.9K - $84.2K
|
1.49K
$664K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36.1K+ 24.92% |
$13.6M - $15.9M
|
181K
$80.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 2.74% |
$28.6K - $33.5K
|
2.85K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
14.9K+ 2290.49% |
$5.62M - $6.58M
|
15.6K
$6.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
201+ 17.66% |
$75.7K - $88.6K
|
1.34K
$596K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.14K- 47.0% |
$430K - $504K
|
1.29K
$574K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.37KNew |
$894K - $1.05M
|
2.37K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
713+ 37.43% |
$268K - $314K
|
2.62K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-151- 1.95% |
$56.8K - $66.5K
|
7.61K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.9K- 16.17% |
$1.09M - $1.28M
|
15K
$6.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
406KNew |
$153M - $179M
|
406K
$181M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-35- 5.11% |
$13.2K - $15.4K
|
650
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-631- 10.3% |
$238K - $278K
|
5.49K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
281+ 20.94% |
$106K - $124K
|
1.62K
$722K
|