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 1,475 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
111,540
shares
|
$51.4 Million
14.99% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
107,336
shares
|
$49.5 Million
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
92,235
shares
|
$42.5 Million
0.05% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
91,471
shares
|
$42.2 Million
0.07% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
86,631
shares
|
$40 Million
0.22% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
84,570
shares
|
$39 Million
4.46% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
82,651
shares
|
$38.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
80,828
shares
|
$37.3 Million
3.07% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
77,820
shares
|
$35.9 Million
0.08% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
77,654
shares
|
$35.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
77,409
shares
|
$35.7 Million
0.05% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
72,807
shares
|
$33.6 Million
6.94% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
66,107
shares
|
$30.5 Million
0.16% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
65,981
shares
|
$30.4 Million
2.26% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
65,482
shares
|
$30.2 Million
4.72% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
65,436
shares
|
$30.2 Million
16.21% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
63,082
shares
|
$29.1 Million
0.4% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61,689
shares
|
$28.5 Million
0.75% of portfolio
|
Q2 2020
Added 4.93%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
61,227
shares
|
$28.2 Million
1.08% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
60,175
shares
|
$27.8 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
57,833
shares
|
$26.7 Million
0.68% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
57,717
shares
|
$26.6 Million
8.71% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
57,173
shares
|
$26.4 Million
0.07% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
56,270
shares
|
$26 Million
0.14% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,188
shares
|
$25 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.65%
|