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 $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
700
shares
|
$309,757
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
700
shares
|
$309,757
0.04% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
693
shares
|
$306,659
0.11% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
691
shares
|
$305,774
0.08% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
690
shares
|
$305,331
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
685
shares
|
$303,119
0.06% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
685
shares
|
$303,119
0.02% of portfolio
|
Q2 2023
Reduced 43.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
684
shares
|
$302,676
0.0% of portfolio
|
Q4 2023
Added 14.0%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
677
shares
|
$299,579
0.15% of portfolio
|
Q2 2024
Reduced 18.63%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
675
shares
|
$298,694
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
674
shares
|
$298,251
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
672
shares
|
$297,366
0.09% of portfolio
|
Q4 2023
Reduced 8.2%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
666
shares
|
$294,711
0.01% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
665
shares
|
$294,269
0.02% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
663
shares
|
$293,384
0.06% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
661
shares
|
$292,499
0.07% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
661
shares
|
$292,499
0.04% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
659
shares
|
$291,614
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
657
shares
|
$290,729
0.14% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
655
shares
|
$289,844
0.11% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
653
shares
|
$288,959
0.09% of portfolio
|
Q1 2024
Reduced 50.53%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
650
shares
|
$287,631
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
650
shares
|
$287,631
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
649
shares
|
$287,188
0.02% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
645
shares
|
$285,418
0.15% of portfolio
|
Q3 2024
New holding
|