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 1,336 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,808
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
2,800
shares
|
$1.23 Million
0.3% of portfolio
|
Q4 2020
Added 40.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
2,792
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,765
shares
|
$1.22 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
2,762
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
2,754
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,748
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,723
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,713
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,701
shares
|
$1.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,691
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,686
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,673
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,661
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,659
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
2,657
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,649
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,623
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,620
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
2,618
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
2,610
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,607
shares
|
$1.15 Million
1.2% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,605
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2024
Reduced 43.98%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,603
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2024
Added 0.66%
|