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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.6K- 99.09% |
$1.36M - $1.44M
|
33
$14.7K
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6+ 0.4% |
$2.26K - $2.4K
|
1.52K
$676K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 3.47% |
$15.8K - $16.8K
|
1.25K
$557K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-60- 37.5% |
$22.6K - $24K
|
100
$44.5K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
196New |
$74K - $78.4K
|
196
$87.2K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
718+ 26.14% |
$271K - $287K
|
3.47K
$1.54M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 0.37% |
$7.92K - $8.4K
|
5.7K
$2.53M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
63+ 0.8% |
$23.8K - $25.2K
|
7.94K
$3.53M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 4.66% |
$11.3K - $12K
|
614
$273K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$75.5K - $80K
|
200
$88.9K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
279New |
$105K - $112K
|
279
$124K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 1.41% |
$12.1K - $12.8K
|
2.29K
$1.02M
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-30- 3.77% |
$11.3K - $12K
|
766
$341K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
311New |
$117K - $124K
|
311
$138K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
902New |
$340K - $361K
|
902
$401K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$14K - $14.8K
|
37
$16.5K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 10.0% |
$1.89K - $2K
|
55
$24.5K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
620+ 23.09% |
$234K - $248K
|
3.31K
$1.47M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-690- 20.93% |
$260K - $276K
|
2.61K
$1.16M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-51- 4.17% |
$19.2K - $20.4K
|
1.17K
$522K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
800New |
$302K - $320K
|
800
$356K
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-17.4K- 96.01% |
$6.58M - $6.98M
|
724
$322K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
568
$253K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
135+ 64.29% |
$50.9K - $54K
|
345
$153K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5New |
$1.89K - $2K
|
5
$2.22K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-142- 21.13% |
$53.6K - $56.8K
|
530
$236K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
12.8KNew |
$4.85M - $5.14M
|
12.8K
$5.71M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
25+ 2.42% |
$9.43K - $10K
|
1.06K
$471K
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-136- 26.15% |
$51.3K - $54.4K
|
384
$171K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1+ 0.17% |
$377 - $400
|
585
$260K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-576- 15.9% |
$217K - $230K
|
3.05K
$1.35M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
84New |
$31.7K - $33.6K
|
84
$37.4K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
31New |
$11.7K - $12.4K
|
31
$13.8K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-22- 3.72% |
$8.3K - $8.8K
|
569
$253K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-56- 8.81% |
$20.9K - $22.3K
|
580
$258K
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
783New |
$292K - $311K
|
783
$348K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-232- 11.66% |
$86.5K - $92.3K
|
1.76K
$781K
|
|
May 15, 2024
Q1 2024
|
Flat Footed LLC
Wilson, WY |
SELL
|
PUT |
-856K- 57.0% |
$319M - $340M
|
646K
$287M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.7KNew |
$634K - $676K
|
1.7K
$756K
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
678New |
$253K - $270K
|
678
$301K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-575- 50.0% |
$214K - $229K
|
575
$256K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.48KNew |
$923K - $985K
|
2.48K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.3K+ 8.6% |
$1.6M - $1.71M
|
54.3K
$24.1M
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
CALL |
1KNew |
$373K - $398K
|
1K
$445K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-58- 11.76% |
$21.6K - $23.1K
|
435
$193K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
63New |
$23.5K - $25.1K
|
63
$28K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.44K+ 7.41% |
$2.03M - $2.16M
|
78.8K
$35M
|