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 1,442 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,112
shares
|
$494,306
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,110
shares
|
$493,417
0.03% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,110
shares
|
$493,417
0.04% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,110
shares
|
$493,417
0.08% of portfolio
|
Q2 2024
Added 42.31%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,104
shares
|
$490,750
0.0% of portfolio
|
Q4 2022
Reduced 33.17%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,101
shares
|
$489,416
0.18% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
1,101
shares
|
$489,416
0.01% of portfolio
|
Q2 2024
Reduced 23.59%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,099
shares
|
$488,527
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
1,095
shares
|
$486,749
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,092
shares
|
$485,415
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,084
shares
|
$481,859
0.11% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,083
shares
|
$481,415
0.01% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
1,077
shares
|
$478,748
0.2% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
1,069
shares
|
$475,191
0.06% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,065
shares
|
$473,413
0.07% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,062
shares
|
$472,080
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,052
shares
|
$467,635
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,051
shares
|
$467,190
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,042
shares
|
$463,189
0.03% of portfolio
|
Q1 2025
Reduced 40.49%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
1,040
shares
|
$462,300
0.26% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
1,037
shares
|
$460,967
0.37% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,031
shares
|
$458,300
0.07% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,027
shares
|
$456,522
0.02% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,025
shares
|
$455,633
0.12% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,022
shares
|
$454,299
0.05% of portfolio
|
Q3 2021
Reduced 0.87%
|