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 1,438 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 $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
587
shares
|
$250,631
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
587
shares
|
$250,631
0.02% of portfolio
|
Q1 2025
Reduced 44.88%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
586
shares
|
$250,204
0.1% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
585
shares
|
$249,777
0.19% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
585
shares
|
$249,777
0.08% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
585
shares
|
$249,777
0.02% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
581
shares
|
$248,069
0.61% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
579
shares
|
$247,215
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
576
shares
|
$245,934
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
576
shares
|
$245,934
0.05% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
575
shares
|
$245,507
0.04% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
575
shares
|
$245,507
0.17% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
569
shares
|
$242,945
0.02% of portfolio
|
Q4 2024
Added 76.71%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
569
shares
|
$242,945
0.03% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
569
shares
|
$242,945
0.12% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
567
shares
|
$242,091
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
566
shares
|
$241,665
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
565
shares
|
$241,238
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
564
shares
|
$240,811
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
563
shares
|
$240,384
0.02% of portfolio
|
Q1 2025
Reduced 47.73%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
562
shares
|
$239,957
0.11% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
562
shares
|
$239,957
0.16% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
560
shares
|
$239,103
0.05% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
557
shares
|
$237,822
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
557
shares
|
$237,822
0.17% of portfolio
|
Q1 2025
Reduced 96.0%
|