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 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
56+ 7.45% |
$21.1K - $22.4K
|
808
$351K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.23K- 17.73% |
$1.22M - $1.29M
|
15K
$6.51M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 4.11% |
$28.3K - $30K
|
1.75K
$762K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
332New |
$125K - $133K
|
332
$144K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-89- 11.87% |
$33.6K - $35.6K
|
661
$287K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-127- 15.32% |
$47.9K - $50.8K
|
702
$305K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-173- 52.91% |
$65.3K - $69.2K
|
154
$66.9K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-170- 19.98% |
$64.1K - $68K
|
681
$296K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.6K- 99.09% |
$1.36M - $1.44M
|
33
$14.3K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
200+ 122.7% |
$75.5K - $80K
|
363
$158K
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6+ 0.4% |
$2.26K - $2.4K
|
1.52K
$661K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 3.47% |
$15.8K - $16.8K
|
1.25K
$545K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-60- 37.5% |
$22.6K - $24K
|
100
$43.5K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
196New |
$74K - $78.4K
|
196
$85.2K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.33% |
$1.51K - $1.6K
|
1.2K
$520K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-250- 7.34% |
$94.3K - $100K
|
3.16K
$1.37M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
718+ 26.14% |
$271K - $287K
|
3.47K
$1.51M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 0.37% |
$7.92K - $8.4K
|
5.7K
$2.48M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304New |
$115K - $122K
|
304
$132K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
63+ 0.8% |
$23.8K - $25.2K
|
7.94K
$3.45M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-15.5K- 96.82% |
$5.86M - $6.21M
|
509
$221K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
665+ 82.92% |
$251K - $266K
|
1.47K
$638K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 4.66% |
$11.3K - $12K
|
614
$267K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$75.5K - $80K
|
200
$86.9K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$377 - $400
|
1
$435
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-316- 9.04% |
$119K - $126K
|
3.18K
$1.38M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
279New |
$105K - $112K
|
279
$121K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 1.41% |
$12.1K - $12.8K
|
2.29K
$997K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-30- 3.77% |
$11.3K - $12K
|
766
$333K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-140- 14.36% |
$52.8K - $56K
|
835
$363K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.08KNew |
$784K - $831K
|
2.08K
$903K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
311New |
$117K - $124K
|
311
$135K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.08K- 8.4% |
$1.54M - $1.63M
|
44.5K
$19.4M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
565New |
$213K - $226K
|
565
$246K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
902New |
$340K - $361K
|
902
$392K
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-500- 37.17% |
$189K - $200K
|
845
$367K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$14K - $14.8K
|
37
$16.1K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.15% |
$377 - $400
|
657
$286K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
55+ 1.88% |
$20.8K - $22K
|
2.98K
$1.3M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 10.0% |
$1.89K - $2K
|
55
$23.9K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
564
$245K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
620+ 23.09% |
$234K - $248K
|
3.31K
$1.44M
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-14- 1.61% |
$5.28K - $5.6K
|
857
$373K
|
|
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
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-51- 4.17% |
$19.2K - $20.4K
|
1.17K
$510K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
800New |
$302K - $320K
|
800
$348K
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-17.4K- 96.01% |
$6.58M - $6.98M
|
724
$315K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
522+ 12.33% |
$197K - $209K
|
4.76K
$2.07M
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
148New |
$55.8K - $59.2K
|
148
$64.3K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
568
$247K
|