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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
575
shares
|
$254,443
0.04% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
575
shares
|
$254,443
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
575
shares
|
$254,443
0.02% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
575
shares
|
$254,443
0.16% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
573
shares
|
$253,558
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
573
shares
|
$253,558
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
570
shares
|
$252,230
0.14% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
569
shares
|
$251,788
0.03% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
566
shares
|
$250,460
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
566
shares
|
$250,460
0.07% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
565
shares
|
$250,018
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
564
shares
|
$249,575
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
561
shares
|
$248,248
0.08% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
560
shares
|
$247,805
0.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
560
shares
|
$247,805
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
558
shares
|
$246,920
0.09% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
557
shares
|
$246,478
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
553
shares
|
$244,708
0.03% of portfolio
|
Q1 2024
Reduced 29.01%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
552
shares
|
$244,265
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
552
shares
|
$244,265
0.05% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
552
shares
|
$244,265
0.0% of portfolio
|
Q2 2024
Added 22.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
550
shares
|
$243,380
0.01% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
550
shares
|
$243,380
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
550
shares
|
$243,380
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
549
shares
|
$242,937
0.03% of portfolio
|
Q1 2024
Reduced 4.36%
|