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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,347
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
2,345
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,323
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
2,320
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,317
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,307
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,303
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2022
Reduced 3.69%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,294
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
2,293
shares
|
$1.01 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,287
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
2,282
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,281
shares
|
$1 Million
0.0% of portfolio
|
Q2 2022
Reduced 14.92%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
2,266
shares
|
$997,651
0.01% of portfolio
|
Q3 2024
Added 81.72%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,257
shares
|
$993,689
0.06% of portfolio
|
Q2 2022
Added 0.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,253
shares
|
$991,928
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,249
shares
|
$990,167
0.52% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,245
shares
|
$988,406
0.04% of portfolio
|
Q3 2024
Reduced 47.14%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
2,238
shares
|
$985,324
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,202
shares
|
$969,474
0.48% of portfolio
|
Q3 2024
Added 86.77%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,192
shares
|
$965,071
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,186
shares
|
$962,430
0.68% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,172
shares
|
$956,266
0.1% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,165
shares
|
$953,184
0.38% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,155
shares
|
$948,781
0.19% of portfolio
|
Q2 2018
Reduced 0.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,141
shares
|
$942,618
0.02% of portfolio
|
Q4 2023
Reduced 0.19%
|