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, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-140- 14.36% |
$52.8K - $56K
|
835
$361K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
662New |
$250K - $265K
|
662
$286K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-859- 4.17% |
$324K - $344K
|
19.7K
$8.53M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-442- 11.63% |
$167K - $177K
|
3.36K
$1.45M
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.38% |
$755 - $800
|
530
$229K
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.56K+ 99.3% |
$588K - $624K
|
3.13K
$1.35M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-31- 2.74% |
$11.7K - $12.4K
|
1.1K
$476K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
354+ 5.46% |
$134K - $142K
|
6.84K
$2.96M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6- 0.34% |
$2.26K - $2.4K
|
1.78K
$770K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.08KNew |
$784K - $831K
|
2.08K
$898K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-81- 2.33% |
$30.6K - $32.4K
|
3.4K
$1.47M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.23K+ 11.62% |
$840K - $891K
|
21.4K
$9.25M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
311New |
$117K - $124K
|
311
$134K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
266+ 12.62% |
$100K - $106K
|
2.37K
$1.03M
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
185+ 1.58% |
$69.8K - $74K
|
11.9K
$5.15M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.58K- 5.61% |
$595K - $631K
|
26.6K
$11.5M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.74K- 4.64% |
$657K - $696K
|
35.8K
$15.5M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.08K- 8.4% |
$1.54M - $1.63M
|
44.5K
$19.2M
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
237+ 13.8% |
$89.4K - $94.8K
|
1.95K
$845K
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
565New |
$213K - $226K
|
565
$244K
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
70+ 2.71% |
$26.4K - $28K
|
2.66K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-175- 2.55% |
$66K - $70K
|
6.68K
$2.89M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-33- 3.83% |
$12.5K - $13.2K
|
828
$358K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-341- 30.58% |
$129K - $136K
|
774
$335K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 5.86% |
$4.52M - $4.79M
|
192K
$83.2M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.72K+ 3.66% |
$2.91M - $3.09M
|
219K
$94.5M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-51.4K- 43.76% |
$19.4M - $20.6M
|
66.1K
$28.6M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
902New |
$340K - $361K
|
902
$390K
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-25- 4.24% |
$9.43K - $10K
|
564
$244K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14.1K+ 65.99% |
$5.34M - $5.66M
|
35.6K
$15.4M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-121- 6.53% |
$45.7K - $48.4K
|
1.73K
$749K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-351- 4.34% |
$132K - $140K
|
7.74K
$3.34M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-500- 37.17% |
$189K - $200K
|
845
$365K
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-15- 0.39% |
$5.66K - $6K
|
3.8K
$1.64M
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3+ 0.4% |
$1.13K - $1.2K
|
761
$329K
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-96- 5.29% |
$36.2K - $38.4K
|
1.72K
$743K
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-19- 1.45% |
$7.17K - $7.6K
|
1.29K
$559K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$14K - $14.8K
|
37
$16K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-419- 12.84% |
$158K - $168K
|
2.84K
$1.23M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.15% |
$377 - $400
|
657
$284K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
55+ 1.88% |
$20.8K - $22K
|
2.98K
$1.29M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 10.0% |
$1.89K - $2K
|
55
$23.8K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
564
$244K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
620+ 23.09% |
$234K - $248K
|
3.31K
$1.43M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12+ 0.31% |
$4.53K - $4.8K
|
3.94K
$1.7M
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-14- 1.61% |
$5.28K - $5.6K
|
857
$371K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
16+ 0.47% |
$6.04K - $6.4K
|
3.42K
$1.48M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-20- 1.48% |
$7.55K - $8K
|
1.34K
$577K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-690- 20.93% |
$260K - $276K
|
2.61K
$1.13M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-501- 31.2% |
$189K - $200K
|
1.11K
$478K
|