Latest Institutional Purchases of Spdr Dow Jones Industrial Average ETF Trust (DIA)
This list provides information on the latest institutional transactions involving Spdr Dow Jones Industrial Average ETF Trust (DIA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
590New |
$191K - $222K
|
590
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
588New |
$191K - $222K
|
588
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
585New |
$190K - $221K
|
585
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
585New |
$190K - $221K
|
585
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
581New |
$188K - $219K
|
581
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
578New |
$187K - $218K
|
578
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
564New |
$183K - $213K
|
564
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
563New |
$183K - $212K
|
563
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
557New |
$181K - $210K
|
557
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
552New |
$179K - $208K
|
552
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
550New |
$178K - $207K
|
550
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
538New |
$174K - $203K
|
538
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
537New |
$174K - $202K
|
537
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
479New |
$155K - $181K
|
479
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
PUT |
300New |
$97.3K - $113K
|
300
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
289New |
$93.7K - $109K
|
289
$125K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
227+ 2.48% |
$73.6K - $85.6K
|
9.39K
$4.08M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
163+ 22.83% |
$52.8K - $61.5K
|
877
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
161+ 64.92% |
$52.2K - $60.7K
|
409
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
130New |
$42.1K - $49K
|
130
$56.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
104New |
$33.7K - $39.2K
|
104
$45.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
98+ 9.4% |
$31.8K - $36.9K
|
1.14K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
88+ 400.0% |
$28.5K - $33.2K
|
110
$47.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
84+ 14.0% |
$27.2K - $31.7K
|
684
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
78+ 12.32% |
$25.3K - $29.4K
|
711
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
60+ 2.08% |
$19.5K - $22.6K
|
2.95K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55New |
$17.8K - $20.7K
|
55
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50New |
$16.2K - $18.9K
|
50
$21.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
44New |
$14.3K - $16.6K
|
44
$19.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
40+ 5.63% |
$13K - $15.1K
|
750
$326K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
31New |
$10K - $11.7K
|
31
$13.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
31+ 4.8% |
$10K - $11.7K
|
677
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29New |
$9.4K - $10.9K
|
29
$12.6K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
26+ 2.27% |
$8.43K - $9.8K
|
1.17K
$508K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$7.46K - $8.67K
|
23
$9.99K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$6.81K - $7.92K
|
21
$9.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$5.19K - $6.03K
|
16
$6.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 51.72% |
$4.86K - $5.66K
|
44
$19.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.57K - $4.15K
|
11
$4.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$3.24K - $3.77K
|
10
$4.34K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.24K - $3.77K
|
3.96K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.95K - $2.26K
|
1.1K
$477K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.41% |
$1.3K - $1.51K
|
983
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
2New |
$648 - $754
|
2
$868
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.8% |
$324 - $377
|
126
$54.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$324 - $377
|
3.02K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1New |
$324 - $377
|
1
$434
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
104K+ 396.34% |
$34.9M - $37.2M
|
131K
$56.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
100KNew |
$33.5M - $35.6M
|
100K
$43.4M
|
|