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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
1,095
shares
|
$458,531
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,092
shares
|
$457,275
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,084
shares
|
$453,925
0.11% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
1,077
shares
|
$450,993
0.2% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
1,069
shares
|
$447,643
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,065
shares
|
$445,968
0.07% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
1,062
shares
|
$444,712
0.01% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,062
shares
|
$444,712
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
1,057
shares
|
$442,618
0.04% of portfolio
|
Q1 2025
Reduced 57.12%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,052
shares
|
$440,525
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,051
shares
|
$440,106
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,046
shares
|
$438,012
0.01% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,042
shares
|
$436,337
0.03% of portfolio
|
Q1 2025
Reduced 40.49%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
1,040
shares
|
$435,500
0.26% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,037
shares
|
$434,243
0.37% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,031
shares
|
$431,731
0.07% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,027
shares
|
$430,056
0.02% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
1,025
shares
|
$429,218
0.13% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,022
shares
|
$427,962
0.05% of portfolio
|
Q3 2021
Reduced 0.87%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,020
shares
|
$427,125
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
1,020
shares
|
$427,125
0.34% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
1,015
shares
|
$425,031
0.49% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,008
shares
|
$422,100
0.3% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,007
shares
|
$421,681
0.02% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
1,005
shares
|
$420,843
0.0% of portfolio
|
Q1 2025
Reduced 2.9%
|