Institutional Ownership Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information about the institutional ownership of Spdr Dow Jones Industrial Average ETF Trust (DIA). We have compiled data on the 1,437 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,723
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,717
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Added 15.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,713
shares
|
$1.55 Million
0.12% of portfolio
|
Q1 2025
Reduced 82.43%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,696
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,667
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.5%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
3,665
shares
|
$1.53 Million
0.77% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
3,657
shares
|
$1.52 Million
1.49% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
3,645
shares
|
$1.52 Million
1.5% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,642
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
3,630
shares
|
$1.51 Million
0.39% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
3,612
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,610
shares
|
$1.5 Million
0.67% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,606
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,603
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
3,533
shares
|
$1.47 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
3,528
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 48.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,515
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,490
shares
|
$1.45 Million
0.82% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
3,480
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
3,467
shares
|
$1.44 Million
0.22% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
3,466
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,465
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
Added 26.14%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,457
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
3,434
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,421
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2023
Added 1.69%
|