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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.03KNew |
$666K - $701K
|
2.03K
$904K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
CALL |
1.5KNew |
$492K - $517K
|
1.5K
$667K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$345K - $363K
|
1.05K
$468K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
978+ 9.67% |
$321K - $337K
|
11.1K
$4.93M
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
817New |
$268K - $282K
|
817
$363K
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
715New |
$234K - $247K
|
715
$318K
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
690New |
$226K - $238K
|
690
$307K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
669+ 53.78% |
$219K - $231K
|
1.91K
$851K
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
592New |
$194K - $204K
|
592
$263K
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
561New |
$184K - $193K
|
561
$249K
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
500New |
$164K - $172K
|
500
$222K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
458New |
$150K - $158K
|
458
$204K
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
400+ 57.14% |
$131K - $138K
|
1.1K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
300New |
$98.3K - $103K
|
300
$133K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
141New |
$46.2K - $48.6K
|
141
$62.7K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
121+ 111.01% |
$39.7K - $41.7K
|
230
$102K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
PUT |
100New |
$32.8K - $34.5K
|
100
$44.5K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
90New |
$29.5K - $31K
|
90
$40K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
71+ 3.17% |
$23.3K - $24.5K
|
2.31K
$1.03M
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
57+ 0.23% |
$18.7K - $19.7K
|
24.4K
$10.8M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
30New |
$9.83K - $10.3K
|
30
$13.3K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8New |
$2.62K - $2.76K
|
8
$3.56K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.03% |
$328 - $345
|
3.06K
$1.36M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.44% |
$328 - $345
|
230
$102K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.57% |
$328 - $345
|
176
$78.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
PUT |
50KNew |
$15.9M - $17.2M
|
50K
$22.2M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.69K+ 171.41% |
$2.13M - $2.29M
|
10.6K
$4.71M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.64KNew |
$1.16M - $1.25M
|
3.64K
$1.62M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.19K+ 52.85% |
$1.02M - $1.09M
|
9.22K
$4.1M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
1.5KNew |
$478K - $515K
|
1.5K
$667K
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.26KNew |
$400K - $431K
|
1.26K
$559K
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.25KNew |
$398K - $429K
|
1.25K
$556K
|
|
May 11, 2023
Q1 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 100.0% |
$319K - $343K
|
2K
$889K
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
942New |
$300K - $323K
|
942
$419K
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
888New |
$283K - $305K
|
888
$395K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
733New |
$233K - $251K
|
733
$326K
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
601New |
$191K - $206K
|
601
$267K
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
600New |
$191K - $206K
|
600
$267K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
221New |
$70.4K - $75.8K
|
221
$98.3K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
204New |
$65K - $70K
|
204
$90.7K
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
170+ 0.47% |
$54.1K - $58.3K
|
36.5K
$16.2M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$47.8K - $51.5K
|
150
$66.7K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
148New |
$47.1K - $50.8K
|
148
$65.8K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
147New |
$46.8K - $50.4K
|
147
$65.4K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
79New |
$25.2K - $27.1K
|
79
$35.1K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
33+ 4.82% |
$10.5K - $11.3K
|
718
$319K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$3.82K - $4.12K
|
12
$5.34K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$3.19K - $3.43K
|
10
$4.45K
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
7+ 0.47% |
$2.23K - $2.4K
|
1.5K
$666K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1New |
$319 - $343
|
1
$445
|