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 |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
642
shares
|
$284,091
0.06% of portfolio
|
Q4 2023
Reduced 24.56%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
640
shares
|
$283,206
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
640
shares
|
$283,206
0.02% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
639
shares
|
$282,763
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
638
shares
|
$282,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
635
shares
|
$280,993
0.09% of portfolio
|
Q3 2024
Added 36.56%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
633
shares
|
$280,108
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
632
shares
|
$279,666
0.02% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
632
shares
|
$279,666
0.1% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
632
shares
|
$279,666
0.02% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
630
shares
|
$278,781
0.05% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
627
shares
|
$277,453
0.14% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
626
shares
|
$277,011
0.1% of portfolio
|
Q4 2022
Reduced 0.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
624
shares
|
$276,126
0.02% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
619
shares
|
$273,913
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
618
shares
|
$273,471
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
616
shares
|
$272,586
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
614
shares
|
$271,701
0.04% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
609
shares
|
$269,488
0.1% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
609
shares
|
$269,488
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
608
shares
|
$269,046
0.05% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
606
shares
|
$268,161
0.12% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
605
shares
|
$267,718
0.02% of portfolio
|
Q4 2020
Added 14.15%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
605
shares
|
$267,718
0.09% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
604
shares
|
$267,276
0.11% of portfolio
|
Q2 2024
Reduced 1.63%
|