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 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
PUT |
300New |
$97.3K - $113K
|
300
$130K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
161+ 64.92% |
$52.2K - $60.7K
|
409
$177K
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-65- 4.42% |
$21.1K - $24.5K
|
1.41K
$608K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
479New |
$155K - $181K
|
479
$207K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-102- 3.38% |
$33.1K - $38.5K
|
2.92K
$1.26M
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-220- 28.76% |
$71.3K - $82.9K
|
545
$236K
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-420- 5.11% |
$136K - $158K
|
7.8K
$3.37M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20K+ 175.44% |
$6.48M - $7.54M
|
31.4K
$13.6M
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
538New |
$174K - $203K
|
538
$233K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-209- 24.56% |
$67.8K - $78.8K
|
642
$278K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$557K - $648K
|
1.72K
$743K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-2K- 54.05% |
$648K - $754K
|
1.7K
$735K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-135- 22.5% |
$43.8K - $50.9K
|
465
$201K
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.76K- 71.67% |
$893K - $1.04M
|
1.09K
$471K
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.53K+ 52.89% |
$496K - $577K
|
4.42K
$1.91M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
537New |
$174K - $202K
|
537
$232K
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
564New |
$183K - $213K
|
564
$244K
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
40+ 5.63% |
$13K - $15.1K
|
750
$324K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29New |
$9.4K - $10.9K
|
29
$12.5K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.52% |
$648 - $754
|
385
$166K
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
920New |
$298K - $347K
|
920
$398K
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
597New |
$194K - $225K
|
597
$258K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
585New |
$190K - $221K
|
585
$253K
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.62K- 3.66% |
$525K - $611K
|
42.7K
$18.5M
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$2.38M - $2.77M
|
7.34K
$3.17M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
618New |
$200K - $233K
|
618
$267K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-112- 5.72% |
$36.3K - $42.2K
|
1.85K
$798K
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.33KNew |
$1.08M - $1.26M
|
3.33K
$1.44M
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-200- 12.84% |
$64.8K - $75.4K
|
1.36K
$587K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
675New |
$219K - $254K
|
675
$292K
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
595New |
$193K - $224K
|
595
$257K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
610New |
$198K - $230K
|
610
$264K
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-50- 5.28% |
$16.2K - $18.9K
|
897
$388K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
31+ 4.8% |
$10K - $11.7K
|
677
$293K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.37K- 69.44% |
$3.04M - $3.53M
|
4.12K
$1.78M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
84+ 14.0% |
$27.2K - $31.7K
|
684
$296K
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-214- 22.31% |
$69.4K - $80.7K
|
745
$322K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.41% |
$1.3K - $1.51K
|
983
$425K
|
|
Q3 2023 | |||||||
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 11.3% |
$4.35K - $4.63K
|
102
$44.1K
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.61KClosed |
$875K - $931K
|
0
$0
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
857+ 39.68% |
$287K - $305K
|
3.02K
$1.3M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.52KNew |
$509K - $542K
|
1.52K
$658K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.81K- 41.48% |
$605K - $643K
|
2.55K
$1.1M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-164- 80.79% |
$54.9K - $58.4K
|
39
$16.9K
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-117- 14.03% |
$39.2K - $41.7K
|
717
$310K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-250- 98.81% |
$83.7K - $89.1K
|
3
$1.3K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
287New |
$96.1K - $102K
|
287
$124K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$670 - $712
|
794
$343K
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
679New |
$227K - $242K
|
679
$294K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.8K- 67.41% |
$601K - $639K
|
868
$375K
|