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 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
533New |
$156K - $184K
|
533
$230K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.76KNew |
$514K - $609K
|
1.76K
$761K
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.35K- 61.95% |
$687K - $814K
|
1.45K
$625K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
417New |
$122K - $144K
|
417
$180K
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
674New |
$197K - $233K
|
674
$291K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 7.41% |
$2.92K - $3.46K
|
145
$62.7K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-18- 1.49% |
$5.26K - $6.23K
|
1.19K
$514K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
266New |
$77.7K - $92.1K
|
266
$115K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$58.4K - $69.2K
|
200
$86.5K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
242New |
$70.7K - $83.7K
|
242
$105K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
712New |
$208K - $246K
|
712
$308K
|
|
Q3 2022 | |||||||
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
85+ 314.81% |
$24.4K - $29K
|
112
$48.4K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-215- 68.25% |
$61.8K - $73.5K
|
100
$43.2K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8+ 0.5% |
$2.3K - $2.73K
|
1.61K
$696K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
804New |
$231K - $275K
|
804
$348K
|
|
Nov 15, 2022
Q3 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
1KNew |
$287K - $342K
|
1K
$432K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-25- 1.41% |
$7.18K - $8.54K
|
1.75K
$756K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$11.5K - $13.7K
|
40
$17.3K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
96+ 2.16% |
$27.6K - $32.8K
|
4.54K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-100- 7.94% |
$28.7K - $34.2K
|
1.16K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.66KClosed |
$2.2M - $2.62M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 2.35% |
$28.7K - $34.2K
|
4.15K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-6- 0.34% |
$1.72K - $2.05K
|
1.75K
$757K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-184- 11.44% |
$52.9K - $62.9K
|
1.43K
$616K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 18.85% |
$57.5K - $68.3K
|
861
$372K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.8K- 20.69% |
$517K - $615K
|
6.9K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
9.54KNew |
$2.74M - $3.26M
|
9.54K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
700New |
$201K - $239K
|
700
$303K
|
|
Nov 14, 2022
Q3 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 1.97% |
$172K - $205K
|
31.1K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-300- 1.05% |
$86.2K - $103K
|
28.2K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-82.2K- 67.04% |
$23.6M - $28.1M
|
40.4K
$17.5M
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-123K- 52.21% |
$35.4M - $42.1M
|
113K
$48.7M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
6+ 0.45% |
$1.72K - $2.05K
|
1.34K
$580K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
775+ 7750.0% |
$223K - $265K
|
785
$339K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.8K+ 37.26% |
$9.71M - $11.6M
|
125K
$53.9M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12.8KNew |
$3.67M - $4.36M
|
12.8K
$5.52M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
27KNew |
$7.76M - $9.23M
|
27K
$11.7M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.27K- 20.74% |
$1.51M - $1.8M
|
20.1K
$8.7M
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
22+ 2.97% |
$6.32K - $7.52K
|
762
$329K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.72K - $2.05K
|
6
$2.59K
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-5- 8.2% |
$1.44K - $1.71K
|
56
$24.2K
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
103New |
$29.6K - $35.2K
|
103
$44.5K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$706K - $840K
|
2.46K
$1.06M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15- 9.15% |
$4.31K - $5.13K
|
149
$64.4K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 1.69% |
$287 - $342
|
60
$25.9K
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 29.41% |
$7.18K - $8.54K
|
60
$25.9K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
54New |
$15.5K - $18.5K
|
54
$23.3K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-200- 58.65% |
$57.5K - $68.3K
|
141
$61K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
10KNew |
$2.87M - $3.42M
|
10K
$4.32M
|