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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-6- 0.6% |
$2.45K - $2.69K
|
992
$441K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150New |
$61.3K - $67.3K
|
150
$66.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
365+ 14.97% |
$149K - $164K
|
2.8K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-75- 4.6% |
$30.7K - $33.7K
|
1.56K
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 2.56% |
$4.09K - $4.49K
|
380
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-30- 90.91% |
$12.3K - $13.5K
|
3
$1.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-50- 3.05% |
$20.4K - $22.4K
|
1.59K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-250- 19.38% |
$102K - $112K
|
1.04K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
325+ 42.82% |
$133K - $146K
|
1.08K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 13.41% |
$13.5K - $14.8K
|
279
$124K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.9K+ 11.54% |
$2M - $2.2M
|
47.4K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-93- 13.21% |
$38K - $41.7K
|
611
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-34- 12.59% |
$13.9K - $15.3K
|
236
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8- 1.07% |
$3.27K - $3.59K
|
741
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-2- 0.02% |
$818 - $898
|
11.1K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2K- 15.98% |
$817K - $897K
|
10.5K
$4.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.73KNew |
$709K - $778K
|
1.73K
$771K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
288+ 177.78% |
$118K - $129K
|
450
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-120- 57.42% |
$49.1K - $53.9K
|
89
$39.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.54% |
$409 - $449
|
66
$29.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
548New |
$224K - $246K
|
548
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-148- 12.62% |
$60.5K - $66.4K
|
1.03K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-450- 41.82% |
$184K - $202K
|
626
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 3.19% |
$3.27K - $3.59K
|
243
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
126New |
$51.5K - $56.6K
|
126
$56K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-84- 1.35% |
$34.3K - $37.7K
|
6.12K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-442- 30.5% |
$181K - $198K
|
1.01K
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-400- 37.74% |
$164K - $180K
|
660
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
172New |
$70.3K - $77.2K
|
172
$76.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-333- 22.19% |
$136K - $149K
|
1.17K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-30- 4.46% |
$12.3K - $13.5K
|
642
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-108- 81.2% |
$44.1K - $48.5K
|
25
$11.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12+ 0.49% |
$4.91K - $5.39K
|
2.47K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
263+ 2.27% |
$108K - $118K
|
11.9K
$5.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24- 2.54% |
$9.81K - $10.8K
|
920
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
543New |
$222K - $244K
|
543
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 16.67% |
$81.8K - $89.8K
|
1K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8- 0.99% |
$3.27K - $3.59K
|
804
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.17% |
$409 - $449
|
596
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.84KNew |
$2.39M - $2.62M
|
5.84K
$2.6M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-671- 5.54% |
$274K - $301K
|
11.5K
$5.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-30- 0.2% |
$12.3K - $13.5K
|
14.8K
$6.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-26- 5.78% |
$10.6K - $11.7K
|
424
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
5+ 41.67% |
$2.04K - $2.24K
|
17
$7.56K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4- 0.26% |
$1.64K - $1.8K
|
1.54K
$684K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.97% |
$10.2K - $11.2K
|
2.55K
$1.13M
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-145- 23.54% |
$60.6K - $65.4K
|
471
$209K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-97- 3.6% |
$40.5K - $43.7K
|
2.6K
$1.16M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
9New |
$3.76K - $4.06K
|
9
$4K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
302+ 72.77% |
$126K - $136K
|
717
$319K
|
|