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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,764
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
2,762
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
2,756
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
2,747
shares
|
$1.14 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,722
shares
|
$1.13 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,717
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,704
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,684
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
2,671
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
2,661
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,659
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 55.13%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
2,639
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,633
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,632
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,626
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,624
shares
|
$1.09 Million
0.51% of portfolio
|
Q1 2025
Added 133.45%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,622
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
2,611
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
2,608
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,608
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,607
shares
|
$1.09 Million
1.2% of portfolio
|
Q2 2024
Reduced 20.93%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,588
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,585
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
2,571
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,558
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.65%
|