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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,585
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
2,571
shares
|
$1.13 Million
0.73% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,557
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,547
shares
|
$1.12 Million
0.69% of portfolio
|
Q3 2023
Reduced 41.48%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,544
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
2,543
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2020
Reduced 0.7%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,542
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,530
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,530
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,520
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,508
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,455
shares
|
$1.08 Million
0.79% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,451
shares
|
$1.08 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
2,449
shares
|
$1.08 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,428
shares
|
$1.07 Million
0.79% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,425
shares
|
$1.07 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
2,401
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,395
shares
|
$1.05 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,391
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
2,368
shares
|
$1.04 Million
0.54% of portfolio
|
Q1 2024
Added 58.71%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,365
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 65.2%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,358
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,352
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 85.96%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,350
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2024
Added 0.77%
|