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 1,456 institutions that hold shares in the stock, with a total of 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
569
shares
|
$239,218
0.03% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
569
shares
|
$239,218
0.05% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
567
shares
|
$238,378
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
565
shares
|
$237,537
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
565
shares
|
$237,537
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
564
shares
|
$237,116
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
564
shares
|
$237,116
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
562
shares
|
$236,276
0.11% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
562
shares
|
$236,276
0.16% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
560
shares
|
$235,435
0.05% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
557
shares
|
$234,173
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
557
shares
|
$234,173
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
553
shares
|
$232,492
0.03% of portfolio
|
Q1 2024
Reduced 29.01%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
552
shares
|
$232,071
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
552
shares
|
$232,071
0.0% of portfolio
|
Q2 2024
Added 22.67%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
550
shares
|
$231,231
0.01% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
550
shares
|
$231,231
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
550
shares
|
$231,231
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
549
shares
|
$230,810
0.03% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
544
shares
|
$228,708
0.05% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
544
shares
|
$228,708
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
542
shares
|
$227,867
0.03% of portfolio
|
Q4 2024
Added 33.5%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
540
shares
|
$227,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
540
shares
|
$227,026
0.02% of portfolio
|
Q2 2024
Added 6.93%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
540
shares
|
$227,026
0.07% of portfolio
|
Q4 2024
Added 0.56%
|