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 1,475 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
571
shares
|
$263,379
0.1% of portfolio
|
Q2 2025
Reduced 70.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
569
shares
|
$262,456
0.02% of portfolio
|
Q4 2024
Added 76.71%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
569
shares
|
$262,456
0.03% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
569
shares
|
$262,456
0.04% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
568
shares
|
$261,995
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
567
shares
|
$261,534
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
566
shares
|
$261,073
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
565
shares
|
$260,611
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
565
shares
|
$260,611
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
565
shares
|
$260,611
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
564
shares
|
$260,150
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
564
shares
|
$260,150
0.0% of portfolio
|
Q2 2025
Reduced 99.07%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
562
shares
|
$259,228
0.1% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
562
shares
|
$259,228
0.13% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
560
shares
|
$258,305
0.05% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
560
shares
|
$258,305
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
560
shares
|
$258,305
0.05% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
558
shares
|
$257,383
0.11% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
556
shares
|
$256,460
0.01% of portfolio
|
Q2 2025
Reduced 70.97%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
554
shares
|
$255,538
0.1% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
553
shares
|
$255,076
0.03% of portfolio
|
Q1 2024
Reduced 29.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
553
shares
|
$255,076
0.04% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
552
shares
|
$254,615
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
552
shares
|
$254,615
0.0% of portfolio
|
Q2 2024
Added 22.67%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
551
shares
|
$254,154
0.02% of portfolio
|
Q2 2025
Added 3.96%
|